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 26 · EIN 93-0989022 | Advisory (Participants) | $64,879 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $16,114 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 63 | 12b-1 Fees | $8,245 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $113,700 | $69,362+63.9% | $101,248+12.3% | $73,488+54.7% |
| Participation rate | 55.5% | 68.4%-12.9pp | 75.8%-20.3pp | 70.7%-15.2pp |
| Annual return | 61.62% | 18.46%+43.2pp | 46.47%+15.1pp | 28.51%+33.1pp |
| Employer contribution / active EE | $461 | $2,628-82.5% | $3,660-87.4% | $2,270-79.7% |
| Participant deferral / active EE | $2,966 | $3,300-10.1% | $4,370-32.1% | $3,740-20.7% |
| Admin fee / account holder | $530 | $704-24.6% | $5,945-91.1% | $513+3.4% |