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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,070 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 15 · EIN 36-4001764 | Recordkeeping | $17,068 |
ADP BROKER-DEALER3 years Service code 59 | Shareholder Servicing | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,474 | $87,870+109.9% | $113,168+63.0% | $74,304+148.3% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 12.04% | 26.44%-14.4pp | 24.27%-12.2pp | 29.43%-17.4pp |
| Employer contribution / active EE | $7,334 | $2,277+222.1% | $2,975+146.5% | $2,241+227.2% |
| Participant deferral / active EE | $12,378 | $4,241+191.9% | $5,107+142.4% | $3,767+228.6% |
| Admin fee / account holder | $324 | $3,368-90.4% | $12,068-97.3% | $2,969-89.1% |