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 ADVISORS7 years Service code 15 · EIN 45-5614715 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,719 | $61,272-35.2% | $149,673-73.5% | $71,457-44.4% |
| Participation rate | 54.7% | 62.5%-7.8pp | 78.8%-24.0pp | 67.9%-13.2pp |
| Annual return | 18.36% | 35.85%-17.5pp | 134.42%-116.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $900 | $2,378-62.2% | $4,818-81.3% | $2,588-65.2% |
| Participant deferral / active EE | $1,669 | $2,917-42.8% | $5,680-70.6% | $4,289-61.1% |
| Admin fee / account holder | $110 | $1,261-91.3% | $13,210-99.2% | $1,587-93.1% |