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 Service code 16 · EIN 36-4001764 | Consulting | $71,314 |
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $30,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$83,472 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $110,567 | $100,801+9.7% | $149,696-26.1% | $73,409+50.6% |
| Participation rate | 94.4% | 77.7%+16.7pp | 82.5%+11.9pp | 72.2%+22.2pp |
| Annual return | 20.43% | 265.34%-244.9pp | 276.60%-256.2pp | 59.29%-38.9pp |
| Employer contribution / active EE | $2,781 | $3,312-16.0% | $4,644-40.1% | $2,234+24.5% |
| Participant deferral / active EE | $8,916 | $6,404+39.2% | $6,842+30.3% | $3,805+134.3% |
| Admin fee / account holder | $9 | $181-94.9% | $9,309-99.9% | $158-94.2% |