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 | $23,046 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,859 |
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.)
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 | $87,619 | $49,451+77.2% | $79,550+10.1% | $66,914+30.9% |
| Participation rate | 73.1% | 61.3%+11.7pp | 69.5%+3.6pp | 69.8%+3.3pp |
| Annual return | -12.80% | 84.25%-97.1pp | 0.16%-13.0pp | 1.58%-14.4pp |
| Employer contribution / active EE | $128 | $1,266-89.9% | $2,413-94.7% | $2,544-95.0% |
| Participant deferral / active EE | $5,896 | $3,159+86.7% | $3,985+48.0% | $4,237+39.2% |
| Admin fee / account holder | $771 | $595+29.7% | $6,832-88.7% | $593+30.0% |