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 5-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $280,768 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,583 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $232 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,507 | $127,481-40.8% | $149,696-49.6% | $90,288-16.4% |
| Participation rate | 99.2% | 78.2%+21.0pp | 82.5%+16.7pp | 73.4%+25.9pp |
| Annual return | 17.66% | 57.78%-40.1pp | 276.60%-258.9pp | 53.97%-36.3pp |
| Employer contribution / active EE | $4,626 | $3,448+34.2% | $4,644-0.4% | $2,524+83.3% |
| Participant deferral / active EE | $8,229 | $6,975+18.0% | $6,842+20.3% | $4,232+94.4% |
| Admin fee / account holder | $79 | $152-47.7% | $9,309-99.1% | $114-30.4% |