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 27 · EIN 93-0989022 | Advisory (Plan) | $38,838 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 37 · EIN 91-1035498 | Loan Processing | $20,784 |
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.)
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 | $92,434 | $50,666+82.4% | $76,817+20.3% | $65,185+41.8% |
| Participation rate | 68.0% | 68.8%-0.8pp | 72.1%-4.0pp | 70.2%-2.2pp |
| Annual return | 29.80% | 28.51%+1.3pp | 1166.11%-1136.3pp | 29.38%+0.4pp |
| Employer contribution / active EE | $354 | $1,575-77.5% | $2,302-84.6% | $2,177-83.7% |
| Participant deferral / active EE | $3,589 | $2,647+35.6% | $3,336+7.6% | $3,514+2.2% |
| Admin fee / account holder | $670 | $463+44.7% | $6,420-89.6% | $847-20.9% |