See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-1035498 | Recordkeeping | $14,535 |
SLOY DAHL & HOLST3+ years Service code 26 · EIN 98-0989022 | Advisory (Participants) | $9,685 |
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 | $145,100 | $77,660+86.8% | $109,143+32.9% | $79,386+82.8% |
| Participation rate | 97.8% | 67.8%+30.0pp | 75.9%+21.9pp | 70.7%+27.1pp |
| Annual return | -1.78% | 23.44%-25.2pp | 25.75%-27.5pp | 116.85%-118.6pp |
| Employer contribution / active EE | $5,969 | $2,797+113.4% | $3,722+60.4% | $2,427+145.9% |
| Participant deferral / active EE | $3,756 | $3,518+6.8% | $4,653-19.3% | $4,046-7.1% |
| Admin fee / account holder | $112 | $732-84.7% | $6,752-98.3% | $626-82.1% |