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 ADVISORS1+ years Filed as: DIMENSIONAL Service code 15 · EIN 45-5614715 | Recordkeeping | $2,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,482 | $50,464-35.6% | $75,781-57.1% | $52,331-37.9% |
| Participation rate | 75.2% | 66.8%+8.4pp | 75.8%-0.7pp | 68.1%+7.0pp |
| Annual return | -1.93% | 1.03%-3.0pp | 9.68%-11.6pp | 4.54%-6.5pp |
| Employer contribution / active EE | $959 | $1,988-51.8% | $3,323-71.1% | $1,882-49.0% |
| Participant deferral / active EE | $2,764 | $2,570+7.5% | $3,651-24.3% | $3,022-8.5% |
| Admin fee / account holder | $57 | $1,103-94.9% | $5,299-98.9% | $592-90.4% |