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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $93,991 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, INC. Service code 27 · EIN 36-4001764 | Advisory (Plan) | $58,998 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $757 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $85,862 | $65,118+31.9% | $76,768+11.8% | $55,725+54.1% |
| Participation rate | 97.9% | 79.6%+18.3pp | 77.0%+20.9pp | 70.9%+27.0pp |
| Annual return | -5.71% | -1.27%-4.4pp | 2.43%-8.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,183 | $1,941+12.5% | $2,485-12.1% | $2,078+5.1% |
| Participant deferral / active EE | $9,027 | $3,688+144.8% | $3,852+134.4% | $3,356+169.0% |
| Admin fee / account holder | $223 | $116+92.2% | $6,675-96.7% | $115+93.3% |