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 6-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 Service code 26 · EIN 98-0989022 | Advisory (Participants) | $12,762 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $11,316 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,421 | $76,670+34.9% | $96,683+7.0% | $71,457+44.7% |
| Participation rate | 97.5% | 66.6%+30.9pp | 74.3%+23.2pp | 67.9%+29.6pp |
| Annual return | 33.92% | 48.29%-14.4pp | 35.69%-1.8pp | 28.85%+5.1pp |
| Employer contribution / active EE | $9,324 | $3,031+207.6% | $3,737+149.5% | $2,588+260.3% |
| Participant deferral / active EE | $4,128 | $3,771+9.5% | $4,878-15.4% | $4,289-3.7% |
| Admin fee / account holder | $95 | $2,028-95.3% | $6,730-98.6% | $1,587-94.0% |