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 ADVISORS2 years Filed as: DIMENSIONAL Service code 15 · EIN 94-4470812 | Recordkeeping | $28,579 |
ALLEGIS INVESTMENT ADVISORS2 years Service code 28 · EIN 45-0651110 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,522 | $47,977+67.8% | $154,107-47.7% | $56,287+43.1% |
| Participation rate | 54.9% | 66.2%-11.2pp | 83.0%-28.1pp | 69.9%-14.9pp |
| Annual return | -8.09% | 3.54%-11.6pp | 735.12%-743.2pp | -9.96%+1.9pp |
| Employer contribution / active EE | $1,827 | $2,169-15.8% | $5,298-65.5% | $2,111-13.5% |
| Participant deferral / active EE | $3,149 | $2,392+31.6% | $5,081-38.0% | $3,350-6.0% |
| Admin fee / account holder | $234 | $438-46.5% | $13,411-98.3% | $521-55.0% |