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 45-5614715 | Recordkeeping | $14,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,884 | $52,884-37.8% | $84,750-61.2% | $55,167-40.4% |
| Participation rate | 87.1% | 67.5%+19.6pp | 76.6%+10.5pp | 69.0%+18.1pp |
| Annual return | 14.54% | 18.03%-3.5pp | 22.78%-8.2pp | 169.23%-154.7pp |
| Employer contribution / active EE | $1,031 | $2,233-53.8% | $3,574-71.2% | $1,963-47.5% |
| Participant deferral / active EE | $2,760 | $2,644+4.4% | $3,712-25.7% | $3,054-9.6% |
| Admin fee / account holder | $87 | $581-85.0% | $5,332-98.4% | $504-82.7% |