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 & HOLST9+ years Service code 26 · EIN 93-0989022 | Advisory (Participants) | $80,478 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $23,137 |
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.
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 | $48,980 | $92,055-46.8% | $106,213-53.9% | $77,643-36.9% |
| Participation rate | 44.3% | 81.0%-36.7pp | 75.3%-30.9pp | 70.6%-26.2pp |
| Annual return | 22.25% | 17.91%+4.3pp | 116.14%-93.9pp | 31.24%-9.0pp |
| Employer contribution / active EE | $1,164 | $3,367-65.4% | $3,171-63.3% | $2,726-57.3% |
| Participant deferral / active EE | $2,338 | $5,386-56.6% | $5,016-53.4% | $4,647-49.7% |
| Admin fee / account holder | $307 | $219+39.9% | $11,033-97.2% | $430-28.8% |