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 15 · EIN 36-4001764 | Recordkeeping | $30,838 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,816 | $59,263+114.0% | $96,562+31.3% | $79,386+59.7% |
| Participation rate | 57.0% | 61.9%-4.9pp | 69.8%-12.8pp | 70.7%-13.7pp |
| Annual return | 8.40% | 27.07%-18.7pp | 37.78%-29.4pp | 116.85%-108.4pp |
| Employer contribution / active EE | $167 | $1,216-86.3% | $2,356-92.9% | $2,427-93.1% |
| Participant deferral / active EE | $5,714 | $2,948+93.8% | $3,849+48.5% | $4,046+41.2% |
| Admin fee / account holder | $1,065 | $658+61.7% | $6,181-82.8% | $626+69.9% |