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 & HOLST4+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $49,846 |
RETIREMENT, LLC3 years Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DR · OKLAHOMA CITY, OK 73134 | Recordkeeping | $11,095 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737785 | Securities Custodian | $4,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,616 | $74,347-52.1% | $93,606-62.0% | $67,579-47.3% |
| Participation rate | 48.5% | 80.6%-32.2pp | 75.8%-27.4pp | 71.3%-22.8pp |
| Annual return | 1.57% | 28.07%-26.5pp | 32.76%-31.2pp | 378.56%-377.0pp |
| Employer contribution / active EE | $344 | $2,583-86.7% | $2,718-87.4% | $2,148-84.0% |
| Participant deferral / active EE | $2,172 | $4,060-46.5% | $4,069-46.6% | $3,539-38.6% |
| Admin fee / account holder | $233 | $123+89.8% | $7,888-97.0% | $142+63.7% |