Filed April 10, 2025
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 & HOLST3 years Filed as: SLOY, DAHL & HOLST, INC. Service code 16 · EIN 93-0989022 | Consulting | $141,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,100 |
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 | $160,187 | $99,957+60.3% | $149,696+7.0% | $73,488+118.0% |
| Participation rate | 99.6% | 75.7%+23.9pp | 82.5%+17.1pp | 70.7%+28.9pp |
| Annual return | 56.41% | 53.87%+2.5pp | 276.60%-220.2pp | 28.51%+27.9pp |
| Employer contribution / active EE | $5,156 | $3,191+61.6% | $4,644+11.0% | $2,270+127.1% |
| Participant deferral / active EE | $9,437 | $6,073+55.4% | $6,842+37.9% | $3,740+152.3% |
| Admin fee / account holder | $434 | $551-21.2% | $9,309-95.3% | $513-15.5% |