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 Service code 26 · EIN 93-0989022 | Advisory (Participants) | $85,254 |
RETIREMENT, LLC6 years Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DR · OKLAHOMA CITY, OK 73134 | Recordkeeping | $20,731 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737785 | Securities Custodian | $6,214 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,597 | $81,908-62.6% | $90,749-66.3% | $64,808-52.8% |
| Participation rate | 46.3% | 80.5%-34.2pp | 75.7%-29.4pp | 71.5%-25.2pp |
| Annual return | -32.80% | -12.53%-20.3pp | -12.16%-20.6pp | 32.82%-65.6pp |
| Employer contribution / active EE | $358 | $3,065-88.3% | $2,921-87.8% | $2,506-85.7% |
| Participant deferral / active EE | $2,521 | $4,840-47.9% | $4,564-44.8% | $4,310-41.5% |
| Admin fee / account holder | $311 | $157+97.8% | $8,445-96.3% | $188+65.5% |