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 LLC3+ years Filed as: DIMEO SCHNEIDER ASS Service code 16 · EIN 36-4001764 | Consulting | $67,182 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $21,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,021 |
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 | $83,774 | $96,458-13.1% | $136,294-38.5% | $77,958+7.5% |
| Participation rate | 94.1% | 75.4%+18.7pp | 81.9%+12.2pp | 71.6%+22.4pp |
| Annual return | 18.72% | 23.78%-5.1pp | 5155.94%-5137.2pp | 20.87%-2.1pp |
| Employer contribution / active EE | $736 | $3,144-76.6% | $4,695-84.3% | $2,310-68.2% |
| Participant deferral / active EE | $7,489 | $5,902+26.9% | $6,247+19.9% | $3,537+111.8% |
| Admin fee / account holder | $36 | $80-55.7% | $9,243-99.6% | $97-63.4% |