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 & HOLST1 year Filed as: SLOY DAHL & HOLST INC Service code 27 · EIN 93-0989022 | Advisory (Plan) | $179,350 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,352 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $203,498 | $100,923+101.6% | $150,045+35.6% | $74,304+173.9% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.3%+16.2pp | 60.3%+38.2pp |
| Annual return | 19.19% | 51.77%-32.6pp | 62.55%-43.4pp | 29.43%-10.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,357 | $6,709+84.2% | $7,997+54.5% | $3,767+228.0% |
| Admin fee / account holder | $600 | $2,767-78.3% | $13,435-95.5% | $2,969-79.8% |