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 & HOLST6 years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $37,254 |
Service code 12 · EIN 91-1035498 | Recordkeeping and information managem... | $18,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,042 | $76,670-8.6% | $96,683-27.6% | $71,457-2.0% |
| Participation rate | 70.6% | 66.6%+4.0pp | 74.3%-3.8pp | 67.9%+2.7pp |
| Annual return | 26.67% | 48.29%-21.6pp | 35.69%-9.0pp | 28.85%-2.2pp |
| Employer contribution / active EE | $1,049 | $3,031-65.4% | $3,737-71.9% | $2,588-59.5% |
| Participant deferral / active EE | $4,632 | $3,771+22.8% | $4,878-5.1% | $4,289+8.0% |
| Admin fee / account holder | $504 | $2,028-75.1% | $6,730-92.5% | $1,587-68.2% |