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 16 · EIN 36-4001764 | Consulting | $81,140 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,094 |
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 | $125,337 | $71,802+74.6% | $133,980-6.5% | $57,658+117.4% |
| Participation rate | 95.0% | 85.5%+9.5pp | 87.1%+7.9pp | 70.2%+24.8pp |
| Annual return | 10.88% | 13.51%-2.6pp | 29.30%-18.4pp | 5.13%+5.7pp |
| Employer contribution / active EE | $5,301 | $3,161+67.7% | $5,211+1.7% | $1,974+168.6% |
| Participant deferral / active EE | $13,267 | $4,606+188.1% | $6,282+111.2% | $3,061+333.5% |
| Admin fee / account holder | $84 | $88-4.6% | $9,324-99.1% | $95-11.5% |