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 Filed as: SLOY, DAHL, & HOLST Service code 27 · EIN 93-0989022 | Advisory (Plan) | $122,003 |
Service code 12 · EIN 91-1035498 | Claims processing; Consulting (pensio... | $39,158 |
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 | $160,852 | $78,672+104.5% | $109,143+47.4% | $85,850+87.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -3.30% | 25.09%-28.4pp | 25.75%-29.0pp | 318.53%-321.8pp |
| Employer contribution / active EE | $5,738 | $2,735+109.8% | $3,722+54.2% | $2,565+123.7% |
| Participant deferral / active EE | $8,711 | $3,467+151.2% | $4,653+87.2% | $3,952+120.4% |
| Admin fee / account holder | $1,401 | $5,469-74.4% | $6,752-79.2% | $6,260-77.6% |