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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,422 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,450 |
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 | $88,964 | $79,519+11.9% | $95,952-7.3% | $73,409+21.2% |
| Participation rate | 97.1% | 81.2%+15.9pp | 77.1%+20.0pp | 72.2%+24.9pp |
| Annual return | 13.02% | 19.20%-6.2pp | 91.61%-78.6pp | 59.29%-46.3pp |
| Employer contribution / active EE | $3,835 | $2,048+87.3% | $2,541+50.9% | $2,234+71.7% |
| Participant deferral / active EE | $2,908 | $4,138-29.7% | $4,167-30.2% | $3,805-23.6% |
| Admin fee / account holder | $169 | $184-8.3% | $6,795-97.5% | $158+7.1% |