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 & HOLST5+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $60,547 |
RETIREMENT, LLC4 years Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DR · OKLAHOMA CITY, OK 73134 | Recordkeeping | $12,737 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737785 | Securities Custodian | $4,071 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,871 | $85,135-35.5% | $98,907-44.5% | $73,409-25.3% |
| Participation rate | 46.3% | 81.1%-34.8pp | 76.0%-29.7pp | 72.2%-25.9pp |
| Annual return | 45.10% | 19.14%+26.0pp | 196.43%-151.3pp | 59.29%-14.2pp |
| Employer contribution / active EE | $387 | $2,721-85.8% | $2,689-85.6% | $2,234-82.7% |
| Participant deferral / active EE | $1,964 | $4,349-54.8% | $4,244-53.7% | $3,805-48.4% |
| Admin fee / account holder | $275 | $139+97.7% | $6,642-95.9% | $158+74.4% |