See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS6 years Service code 15 · EIN 45-5614715 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,415 | $65,061-47.1% | $143,757-76.1% | $66,914-48.6% |
| Participation rate | 71.8% | 65.2%+6.6pp | 80.3%-8.5pp | 69.8%+2.0pp |
| Annual return | -23.13% | -11.14%-12.0pp | -0.04%-23.1pp | 1.58%-24.7pp |
| Employer contribution / active EE | $1,199 | $2,361-49.2% | $4,951-75.8% | $2,544-52.9% |
| Participant deferral / active EE | $2,142 | $2,919-26.6% | $5,637-62.0% | $4,237-49.4% |
| Admin fee / account holder | $120 | $502-76.1% | $14,673-99.2% | $593-79.8% |