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 & HOLST10+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $221,076 |
SPECTRUM PENSION CONSULTANTS, INC.10+ years Service code 13 · EIN 91-1035498 | Contract Administrator | $73,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,399 | $50,982+236.2% | $154,803+10.7% | $85,563+100.3% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 24.97% | 30.35%-5.4pp | 58.88%-33.9pp | 31.51%-6.5pp |
| Employer contribution / active EE | $4,953 | $1,708+189.9% | $4,305+15.0% | $2,654+86.7% |
| Participant deferral / active EE | $7,801 | $2,474+215.3% | $5,540+40.8% | $4,375+78.3% |
| Admin fee / account holder | $580 | $846-31.4% | $14,329-95.9% | $834-30.4% |