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 & HOLST6 years Filed as: SLOY, DAHL & HOLST, INC. Service code 16 · EIN 93-0989022 | Consulting | $139,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,215 | $95,274+43.0% | $135,903+0.2% | $74,419+83.0% |
| Participation rate | 98.0% | 78.2%+19.9pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 33.72% | 32.77%+1.0pp | 68.23%-34.5pp | 34.38%-0.7pp |
| Employer contribution / active EE | $5,298 | $3,874+36.8% | $4,856+9.1% | $2,637+100.9% |
| Participant deferral / active EE | $10,611 | $7,782+36.3% | $7,758+36.8% | $4,528+134.3% |
| Admin fee / account holder | $395 | $266+48.6% | $10,762-96.3% | $348+13.7% |