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 ADVISORS3 years Filed as: DIMENSIONAL Service code 15 · EIN 94-4470812 | Recordkeeping | $27,649 |
ALLEGIS INVESTMENT ADVISORS3 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.
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 | $88,288 | $52,953+66.7% | $172,739-48.9% | $65,185+35.4% |
| Participation rate | 45.5% | 66.2%-20.7pp | 82.6%-37.2pp | 70.2%-24.7pp |
| Annual return | 16.93% | 30.12%-13.2pp | 802.84%-785.9pp | 29.38%-12.5pp |
| Employer contribution / active EE | $1,432 | $2,190-34.6% | $5,143-72.2% | $2,177-34.2% |
| Participant deferral / active EE | $2,669 | $2,471+8.0% | $5,198-48.6% | $3,514-24.0% |
| Admin fee / account holder | $203 | $472-56.9% | $13,954-98.5% | $847-76.0% |