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 & HOLST7 years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $41,331 |
Service code 12 · EIN 91-1035498 | Participant communication; Recordkeep... | $17,267 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,512 | $80,724+4.7% | $103,333-18.2% | $74,495+13.4% |
| Participation rate | 65.8% | 65.7%+0.1pp | 74.5%-8.7pp | 67.2%-1.4pp |
| Annual return | 14.58% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,057 | $3,157-66.5% | $3,868-72.7% | $2,623-59.7% |
| Participant deferral / active EE | $4,771 | $3,860+23.6% | $5,057-5.7% | $4,346+9.8% |
| Admin fee / account holder | $580 | $2,368-75.5% | $8,355-93.1% | $1,942-70.1% |