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 |
|---|---|---|
SLOY DAHL & HOLST6+ years Service code 26 · EIN 98-0989022 | Advisory (Participants) | $26,097 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $17,166 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,538 | $80,748+57.9% | $102,383+24.6% | $74,429+71.4% |
| Participation rate | 96.8% | 65.7%+31.1pp | 74.5%+22.3pp | 67.2%+29.6pp |
| Annual return | 17.82% | 27.57%-9.7pp | 24.94%-7.1pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $8,993 | $3,159+184.7% | $3,870+132.4% | $2,625+242.6% |
| Participant deferral / active EE | $3,985 | $3,861+3.2% | $5,060-21.2% | $4,348-8.4% |
| Admin fee / account holder | $169 | $2,371-92.9% | $8,391-98.0% | $1,944-91.3% |