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 9-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 AND ASSOC Service code 99 · EIN 66-6000666 | Other Fees | $26,250 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,259 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $190,407 | $94,833+100.8% | $75,696+151.5% | $86,799+119.4% |
| Participation rate | 48.7% | 79.1%-30.4pp | 74.8%-26.1pp | 72.3%-23.6pp |
| Annual return | 19.15% | 16.91%+2.2pp | 104.53%-85.4pp | 97.91%-78.8pp |
| Employer contribution / active EE | $2,724 | $2,904-6.2% | $2,743-0.7% | $2,405+13.2% |
| Participant deferral / active EE | $3,786 | $3,632+4.2% | $3,821-0.9% | $4,131-8.4% |
| Admin fee / account holder | $50 | $109-54.1% | $3,619-98.6% | $170-70.6% |