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 & HOLST4 years Filed as: SLOY, DAHL & HOLST, INC. Service code 16 · EIN 93-0989022 | Consulting | $182,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,347 |
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 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 | $165,336 | $104,475+58.3% | $159,436+3.7% | $79,386+108.3% |
| Participation rate | 98.2% | 76.6%+21.6pp | 82.8%+15.4pp | 70.7%+27.5pp |
| Annual return | 2.59% | 67.95%-65.4pp | 263.57%-261.0pp | 116.85%-114.3pp |
| Employer contribution / active EE | $5,424 | $3,417+58.7% | $4,829+12.3% | $2,427+123.4% |
| Participant deferral / active EE | $9,650 | $6,467+49.2% | $7,352+31.3% | $4,046+138.5% |
| Admin fee / account holder | $553 | $711-22.2% | $10,799-94.9% | $626-11.7% |