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 45-5614715 | Recordkeeping | $15,663 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,788 | $58,726-42.5% | $92,233-63.4% | $62,292-45.8% |
| Participation rate | 84.1% | 68.3%+15.7pp | 76.5%+7.6pp | 69.5%+14.6pp |
| Annual return | 12.22% | 43.62%-31.4pp | 176.28%-164.1pp | 28.90%-16.7pp |
| Employer contribution / active EE | $1,055 | $2,392-55.9% | $3,679-71.3% | $2,042-48.3% |
| Participant deferral / active EE | $2,935 | $2,766+6.1% | $3,897-24.7% | $3,169-7.4% |
| Admin fee / account holder | $85 | $556-84.8% | $5,194-98.4% | $479-82.3% |