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 | $88,097 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,605 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $6,300 |
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 | $85,815 | $54,701+56.9% | $86,188-0.4% | $71,457+20.1% |
| Participation rate | 72.6% | 60.1%+12.5pp | 69.0%+3.6pp | 67.9%+4.6pp |
| Annual return | 11.01% | 20.06%-9.1pp | 1168.45%-1157.4pp | 28.85%-17.8pp |
| Employer contribution / active EE | $237 | $1,265-81.3% | $2,380-90.1% | $2,588-90.9% |
| Participant deferral / active EE | $6,424 | $3,108+106.7% | $3,985+61.2% | $4,289+49.8% |
| Admin fee / account holder | $801 | $1,922-58.3% | $6,852-88.3% | $1,587-49.5% |