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 | $77,949 |
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $25,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,610 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,948 | $88,874-16.8% | $123,544-40.1% | $75,289-1.8% |
| Participation rate | 93.5% | 75.9%+17.6pp | 82.3%+11.2pp | 72.4%+21.0pp |
| Annual return | -7.08% | 4.22%-11.3pp | 119.20%-126.3pp | -0.04%-7.0pp |
| Employer contribution / active EE | $758 | $3,256-76.7% | $4,628-83.6% | $2,405-68.5% |
| Participant deferral / active EE | $7,390 | $6,174+19.7% | $6,426+15.0% | $3,739+97.7% |
| Admin fee / account holder | $29 | $95-69.6% | $9,284-99.7% | $102-71.9% |