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 LLC2+ years Filed as: DIMEO SCHNEIDER ASS Service code 16 · EIN 36-4001764 | Consulting | $65,949 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,170 |
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 | $75,988 | $85,635-11.3% | $123,892-38.7% | $63,975+18.8% |
| Participation rate | 92.9% | 74.9%+18.0pp | 81.4%+11.5pp | 71.1%+21.8pp |
| Annual return | 9.92% | 15.74%-5.8pp | 47.52%-37.6pp | 48.65%-38.7pp |
| Employer contribution / active EE | $749 | $3,076-75.7% | $4,617-83.8% | $2,182-65.7% |
| Participant deferral / active EE | $7,242 | $5,667+27.8% | $5,984+21.0% | $3,356+115.8% |
| Admin fee / account holder | $37 | $75-50.5% | $8,357-99.6% | $70-47.4% |