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 & HOLST1 year Filed as: SLOY, DAHL, & HOLST Service code 27 · EIN 93-0989022 | Advisory (Plan) | $58,895 |
Service code 12 · EIN 91-1035498 | Custodial (securities); Consulting (p... | $38,828 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $71,590 | $58,726+21.9% | $92,233-22.4% | $62,292+14.9% |
| Participation rate | 93.0% | 68.3%+24.7pp | 76.5%+16.6pp | 69.5%+23.5pp |
| Annual return | 17.90% | 43.62%-25.7pp | 176.28%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $4,670 | $2,392+95.3% | $3,679+26.9% | $2,042+128.7% |
| Participant deferral / active EE | $6,662 | $2,766+140.9% | $3,897+71.0% | $3,169+110.2% |
| Admin fee / account holder | $769 | $556+38.3% | $5,194-85.2% | $479+60.5% |