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 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $21,375 |
FUHRMAN, SMOLSKY & FUREY, P.C.1 year Filed as: FUHRMAN, SMOLSKY & FUREY, P.CP Service code 10 · EIN 47-0742379 9805 NICHOLAS STREET, STE 395 · OMAHA, NE 681142168 | Accounting | $7,900 |
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 | $163,946 | $52,884+210.0% | $84,750+93.4% | $55,167+197.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.87% | 18.03%-10.2pp | 22.78%-14.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $12,332 | $2,233+452.2% | $3,574+245.0% | $1,963+528.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $294 | $581-49.4% | $5,332-94.5% | $504-41.7% |