Filed April 10, 2025
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST1 year Filed as: SLOY DAHL AND HOLST INC Service code 16 · EIN 93-0989022 | Consulting | $117,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,249 |
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 | $95,917 | $88,122+8.8% | $141,162-32.1% | $67,579+41.9% |
| Participation rate | 96.7% | 76.5%+20.3pp | 82.5%+14.2pp | 71.3%+25.4pp |
| Annual return | 28.81% | 75.40%-46.6pp | 71.39%-42.6pp | 378.56%-349.7pp |
| Employer contribution / active EE | $4,645 | $3,224+44.1% | $4,735-1.9% | $2,148+116.3% |
| Participant deferral / active EE | $7,808 | $5,958+31.1% | $6,709+16.4% | $3,539+120.6% |
| Admin fee / account holder | $346 | $131+164.5% | $10,261-96.6% | $142+143.3% |