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 & HOLST4+ years Filed as: SLOY DAHL AND HOLST Service code 28 · EIN 93-0989022 | Investment Management | $48,325 |
RETIREMENT, LLC3+ years Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 | Recordkeeping | $8,210 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737785 | Securities Custodian | $4,515 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,655 | $72,404+22.4% | $110,238-19.6% | $64,186+38.1% |
| Participation rate | 86.6% | 73.3%+13.2pp | 79.8%+6.8pp | 69.6%+17.0pp |
| Annual return | -8.77% | -6.29%-2.5pp | 314.74%-323.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $626 | $2,282-72.6% | $3,826-83.6% | $2,381-73.7% |
| Participant deferral / active EE | $6,262 | $3,469+80.5% | $4,672+34.0% | $3,470+80.5% |
| Admin fee / account holder | $710 | $5,664-87.5% | $8,547-91.7% | $4,888-85.5% |