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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST6+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $97,479 |
RETIREMENT, LLC5 years Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DR · OKLAHOMA CITY, OK 73134 | Recordkeeping | $17,918 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737785 | Securities Custodian | $6,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,592 | $93,131-37.1% | $106,548-45.0% | $86,799-32.5% |
| Participation rate | 42.8% | 81.4%-38.6pp | 76.1%-33.3pp | 72.3%-29.4pp |
| Annual return | 19.75% | 19.45%+0.3pp | 26.80%-7.1pp | 97.91%-78.2pp |
| Employer contribution / active EE | $332 | $2,895-88.5% | $2,819-88.2% | $2,405-86.2% |
| Participant deferral / active EE | $2,053 | $4,708-56.4% | $4,398-53.3% | $4,131-50.3% |
| Admin fee / account holder | $398 | $145+174.6% | $7,407-94.6% | $170+135.0% |