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 |
|---|---|---|
SLOY DAHL & HOLST2 years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $35,334 |
Service code 12 · EIN 91-1035498 | Participant communication; Consulting... | $10,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,253 | $63,114+0.2% | $92,893-31.9% | $65,185-3.0% |
| Participation rate | 63.5% | 68.8%-5.3pp | 76.0%-12.5pp | 70.2%-6.7pp |
| Annual return | 26.02% | 28.75%-2.7pp | 109.41%-83.4pp | 29.38%-3.4pp |
| Employer contribution / active EE | $930 | $2,571-63.8% | $3,653-74.6% | $2,177-57.3% |
| Participant deferral / active EE | $4,053 | $3,108+30.4% | $4,236-4.3% | $3,514+15.4% |
| Admin fee / account holder | $452 | $624-27.5% | $5,794-92.2% | $847-46.6% |