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 |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: FIDUCIARY INVESTMENT Service code 27 · EIN 20-4751585 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,838 |
MMA SECURITIES LLC6+ years Filed as: MARSH USA INC. Service code 22 · EIN 36-1436000 | Insurance Broker | $40,137 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $26,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,210 |
MARTIN FLEISHER, JD6+ years Service code 29 · EIN 20-0357886 | Legal | $8,693 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $560,553 | $104,317+437.4% | $159,436+251.6% | $86,799+545.8% |
| Participation rate | 97.3% | 77.7%+19.6pp | 82.8%+14.4pp | 72.3%+25.0pp |
| Annual return | 41.74% | 26.32%+15.4pp | 263.57%-221.8pp | 97.91%-56.2pp |
| Employer contribution / active EE | $10,128 | $3,451+193.5% | $4,829+109.7% | $2,405+321.0% |
| Participant deferral / active EE | $15,433 | $6,837+125.7% | $7,352+109.9% | $4,131+273.6% |
| Admin fee / account holder | $189 | $172+9.7% | $10,799-98.2% | $170+11.5% |