See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SLOY DAHL & HOLST8+ years Filed as: SLOY, DAHL & HOLST, INC Service code 26 · EIN 93-0989022 | Advisory (Participants) | $60,924 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $29,193 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $16,625 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,226 | $64,119-15.4% | $112,228-51.7% | $66,914-19.0% |
| Participation rate | 39.7% | 68.5%-28.7pp | 75.1%-35.3pp | 69.8%-30.1pp |
| Annual return | -41.91% | -13.81%-28.1pp | 27.45%-69.4pp | 1.58%-43.5pp |
| Employer contribution / active EE | $376 | $3,005-87.5% | $3,635-89.7% | $2,544-85.2% |
| Participant deferral / active EE | $2,635 | $3,693-28.6% | $4,728-44.3% | $4,237-37.8% |
| Admin fee / account holder | $725 | $625+16.0% | $6,410-88.7% | $593+22.3% |