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 & HOLST6+ years Service code 27 · EIN 93-0989022 | Advisory (Plan) | $46,919 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 37 · EIN 91-1035498 | Loan Processing | $24,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $161,525 | $63,764+153.3% | $81,930+97.2% | $79,858+102.3% |
| Participation rate | 60.4% | 67.5%-7.1pp | 72.0%-11.6pp | 69.6%-9.2pp |
| Annual return | 64.83% | 22.66%+42.2pp | 29.49%+35.3pp | 31.71%+33.1pp |
| Employer contribution / active EE | $426 | $1,795-76.3% | $4,310-90.1% | $2,471-82.8% |
| Participant deferral / active EE | $4,281 | $2,780+54.0% | $7,107-39.8% | $3,740+14.5% |
| Admin fee / account holder | $953 | $4,426-78.5% | $5,158-81.5% | $5,306-82.0% |