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 |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $10,000 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $10,000 |
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 | $84,442 | $84,948-0.6% | $70,449+19.9% | $73,409+15.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 22.76% | 13.39%+9.4pp | 109.03%-86.3pp | 59.29%-36.5pp |
| Employer contribution / active EE | $4,019 | $2,834+41.8% | $2,737+46.9% | $2,234+79.9% |
| Participant deferral / active EE | $4,140 | $3,387+22.2% | $3,709+11.6% | $3,805+8.8% |
| Admin fee / account holder | $28 | $98-71.7% | $3,845-99.3% | $158-82.4% |