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 Filed as: SLOY, DAHL, & HOLST Service code 27 · EIN 93-0989022 | Advisory (Plan) | $93,477 |
Service code 12 · EIN 91-1035498 | Participant communication; Claims pro... | $33,757 |
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 | $94,514 | $64,707+46.1% | $112,228-15.8% | $68,494+38.0% |
| Participation rate | 91.3% | 67.2%+24.1pp | 75.1%+16.2pp | 67.9%+23.4pp |
| Annual return | -42.24% | -11.40%-30.8pp | 27.45%-69.7pp | -7.84%-34.4pp |
| Employer contribution / active EE | $6,383 | $2,746+132.4% | $3,635+75.6% | $2,596+145.8% |
| Participant deferral / active EE | $10,835 | $3,565+204.0% | $4,728+129.2% | $4,027+169.1% |
| Admin fee / account holder | $1,178 | $5,232-77.5% | $6,410-81.6% | $5,403-78.2% |