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 Filed as: SLOY, DAHL, & HOLST Service code 27 · EIN 93-0989022 | Advisory (Plan) | $85,042 |
Service code 12 · EIN 91-1035498 | Custodial (securities); Consulting (p... | $32,146 |
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 | $165,476 | $72,277+128.9% | $101,248+63.4% | $79,858+107.2% |
| Participation rate | 95.5% | 68.5%+27.0pp | 75.8%+19.7pp | 69.6%+25.9pp |
| Annual return | 61.84% | 22.30%+39.5pp | 46.47%+15.4pp | 31.71%+30.1pp |
| Employer contribution / active EE | $7,749 | $2,692+187.9% | $3,660+111.7% | $2,471+213.6% |
| Participant deferral / active EE | $7,796 | $3,282+137.6% | $4,370+78.4% | $3,740+108.4% |
| Admin fee / account holder | $1,019 | $4,400-76.8% | $5,945-82.9% | $5,306-80.8% |