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 27 · EIN 36-4001764 | Advisory (Plan) | $70,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,970 |
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 | $157,758 | $52,670+199.5% | $90,404+74.5% | $73,409+114.9% |
| Participation rate | 99.7% | 67.7%+32.0pp | 72.7%+27.0pp | 72.2%+27.5pp |
| Annual return | 15.81% | 20.70%-4.9pp | 1293.02%-1277.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $4,290 | $1,872+129.2% | $3,262+31.5% | $2,234+92.1% |
| Participant deferral / active EE | $8,912 | $2,807+217.5% | $3,963+124.9% | $3,805+134.2% |
| Admin fee / account holder | $224 | $117+91.5% | $5,611-96.0% | $158+41.7% |