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 & HOLST7 years Filed as: SLOY, DAHL & HOLST, INC. Service code 27 · EIN 93-0989022 | Advisory (Plan) | $125,903 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,718 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,916 | $106,028+53.7% | $146,958+10.9% | $77,643+109.8% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 17.16% | 56.73%-39.6pp | 418.34%-401.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $4,473 | $4,063+10.1% | $4,933-9.3% | $2,726+64.1% |
| Participant deferral / active EE | $11,016 | $7,990+37.9% | $8,070+36.5% | $4,647+137.0% |
| Admin fee / account holder | $361 | $337+7.0% | $12,998-97.2% | $430-16.1% |