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 & HOLST6+ years Service code 26 · EIN 98-0989022 | Advisory (Participants) | $26,097 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $17,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,538 | $80,724+58.0% | $103,333+23.4% | $74,495+71.2% |
| Participation rate | 96.8% | 65.7%+31.1pp | 74.5%+22.3pp | 67.2%+29.6pp |
| Annual return | 17.82% | 27.56%-9.7pp | 24.88%-7.1pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $8,993 | $3,157+184.9% | $3,868+132.5% | $2,623+242.9% |
| Participant deferral / active EE | $3,985 | $3,860+3.2% | $5,057-21.2% | $4,346-8.3% |
| Admin fee / account holder | $169 | $2,368-92.9% | $8,355-98.0% | $1,942-91.3% |