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 & HOLST8+ years Service code 27 · EIN 93-0989022 | Advisory (Plan) | $45,293 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 37 · EIN 91-1035498 | Loan Processing | $21,557 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,935 | $54,229+58.5% | $70,092+22.6% | $68,494+25.5% |
| Participation rate | 59.8% | 64.5%-4.7pp | 70.5%-10.7pp | 67.9%-8.1pp |
| Annual return | -48.06% | -13.87%-34.2pp | 190.73%-238.8pp | -7.84%-40.2pp |
| Employer contribution / active EE | $366 | $2,018-81.9% | $2,559-85.7% | $2,596-85.9% |
| Participant deferral / active EE | $3,706 | $2,956+25.4% | $3,849-3.7% | $4,027-8.0% |
| Admin fee / account holder | $1,013 | $4,694-78.4% | $6,267-83.8% | $5,403-81.3% |