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 ADVISORS8 years Service code 15 · EIN 45-5614715 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,555 | $55,415-21.4% | $155,509-72.0% | $74,495-41.5% |
| Participation rate | 54.5% | 61.9%-7.4pp | 78.2%-23.6pp | 67.2%-12.7pp |
| Annual return | 11.54% | 268.50%-257.0pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $886 | $2,267-60.9% | $4,672-81.0% | $2,623-66.2% |
| Participant deferral / active EE | $1,669 | $2,836-41.1% | $5,626-70.3% | $4,346-61.6% |
| Admin fee / account holder | $144 | $1,738-91.7% | $15,912-99.1% | $1,942-92.6% |