Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-1035498 | Recordkeeping | $23,828 |
SLOY DAHL & HOLST2+ years Service code 26 · EIN 98-0989022 | Advisory (Participants) | $10,188 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,072 | $69,383+127.8% | $101,275+56.1% | $73,497+115.1% |
| Participation rate | 97.7% | 68.4%+29.3pp | 75.8%+21.9pp | 70.7%+27.0pp |
| Annual return | 57.71% | 18.46%+39.2pp | 46.48%+11.2pp | 28.51%+29.2pp |
| Employer contribution / active EE | $4,827 | $2,628+83.6% | $3,660+31.9% | $2,270+112.6% |
| Participant deferral / active EE | $4,059 | $3,301+23.0% | $4,371-7.1% | $3,740+8.5% |
| Admin fee / account holder | $164 | $704-76.7% | $5,948-97.2% | $513-68.0% |