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 |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $81,261 |
MORGAN LEWIS1+ years Service code 29 · EIN 23-0891050 | Legal | $27,402 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $12,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,528 |
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 | $45,703 | $71,957-36.5% | $67,652-32.4% | $59,188-22.8% |
| Participation rate | 87.1% | 82.7%+4.5pp | 75.7%+11.5pp | 69.4%+17.7pp |
| Annual return | 1.96% | 8.53%-6.6pp | 6625.04%-6623.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,183 | $2,432-51.3% | $2,266-47.8% | $2,098-43.6% |
| Participant deferral / active EE | $3,274 | $4,211-22.2% | $3,560-8.0% | $3,265+0.3% |
| Admin fee / account holder | $29 | $64-54.7% | $4,821-99.4% | $92-68.5% |