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 & HOLST4 years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $54,396 |
Service code 12 · EIN 91-1035498 | Participant communication; Consulting... | $19,929 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,131 | $77,660+10.9% | $109,143-21.1% | $79,386+8.5% |
| Participation rate | 66.9% | 67.8%-0.9pp | 75.9%-9.0pp | 70.7%-3.8pp |
| Annual return | 0.09% | 23.44%-23.3pp | 25.75%-25.7pp | 116.85%-116.8pp |
| Employer contribution / active EE | $906 | $2,797-67.6% | $3,722-75.6% | $2,427-62.7% |
| Participant deferral / active EE | $4,331 | $3,518+23.1% | $4,653-6.9% | $4,046+7.0% |
| Admin fee / account holder | $619 | $732-15.4% | $6,752-90.8% | $626-1.1% |