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 | $26,514 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,487 | $58,290+206.2% | $98,442+81.3% | $86,799+105.6% |
| Participation rate | 99.7% | 68.3%+31.3pp | 73.3%+26.3pp | 72.3%+27.4pp |
| Annual return | 13.18% | 43.48%-30.3pp | 1492.73%-1479.5pp | 97.91%-84.7pp |
| Employer contribution / active EE | $4,228 | $2,008+110.6% | $2,960+42.8% | $2,405+75.8% |
| Participant deferral / active EE | $9,810 | $3,152+211.2% | $4,276+129.4% | $4,131+137.5% |
| Admin fee / account holder | $242 | $138+75.7% | $5,949-95.9% | $170+42.7% |