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 10-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 & HOLST7 years Filed as: SLOY, DAHL & HOLST, LLC Service code 26 829 NW 19TH AVE · PORTLAND, OR 97209 | Advisory (Participants) | $41,940 |
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $2,571 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,247 | $95,803-21.5% | $113,168-33.5% | $84,808-11.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 20.98% | 25.00%-4.0pp | 24.27%-3.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,457 | $2,360+46.5% | $2,975+16.2% | $2,631+31.4% |
| Participant deferral / active EE | $3,853 | $4,242-9.2% | $5,107-24.6% | $4,212-8.5% |
| Admin fee / account holder | $382 | $8,989-95.8% | $12,068-96.8% | $7,344-94.8% |