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 70 · EIN 36-4001764 | Consulting Fees | $63,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,457 |
FGMK, LLC3+ years Service code 10 · EIN 36-2929601 | Accounting | $10,996 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $287,763 | $155,795+84.7% | $136,294+111.1% | $69,631+313.3% |
| Participation rate | 94.2% | 75.2%+18.9pp | 81.9%+12.2pp | 70.7%+23.5pp |
| Annual return | 18.35% | 232464.33%-232446.0pp | 5155.94%-5137.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $6,990 | $2,991+133.7% | $4,695+48.9% | $2,032+244.0% |
| Participant deferral / active EE | $10,217 | $5,394+89.4% | $6,247+63.5% | $3,224+216.9% |
| Admin fee / account holder | $120 | $128-6.1% | $9,243-98.7% | $110+9.0% |