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 | $39,025 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,926 |
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 | $84,679 | $59,417+42.5% | $93,606-9.5% | $74,495+13.7% |
| Participation rate | 74.5% | 59.7%+14.9pp | 68.7%+5.8pp | 67.2%+7.3pp |
| Annual return | 8.49% | 81.83%-73.3pp | 133.20%-124.7pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $204 | $1,264-83.9% | $2,420-91.6% | $2,623-92.2% |
| Participant deferral / active EE | $6,967 | $3,050+128.4% | $4,411+57.9% | $4,346+60.3% |
| Admin fee / account holder | $416 | $3,021-86.2% | $8,285-95.0% | $1,942-78.6% |