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 & HOLST5 years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $42,851 |
Service code 12 · EIN 91-1035498 | Recordkeeping fees; Consulting (gener... | $15,963 |
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 | $57,605 | $64,119-10.2% | $112,228-48.7% | $66,914-13.9% |
| Participation rate | 64.9% | 68.5%-3.6pp | 75.1%-10.1pp | 69.8%-4.9pp |
| Annual return | -37.99% | -13.81%-24.2pp | 27.45%-65.4pp | 1.58%-39.6pp |
| Employer contribution / active EE | $963 | $3,005-68.0% | $3,635-73.5% | $2,544-62.2% |
| Participant deferral / active EE | $4,388 | $3,693+18.8% | $4,728-7.2% | $4,237+3.6% |
| Admin fee / account holder | $525 | $625-16.0% | $6,410-91.8% | $593-11.5% |