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 & HOLST3+ years Filed as: SLOY, DAHL & HOLST, INC Service code 26 · EIN 93-0989022 | Advisory (Participants) | $100,000 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 12 · EIN 91-1035498 | Participant communication; Claims pro... | $80,710 |
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 | $105,888 | $43,411+143.9% | $94,993+11.5% | $69,631+52.1% |
| Participation rate | 92.2% | 64.4%+27.8pp | 73.9%+18.3pp | 70.7%+21.5pp |
| Annual return | 19.26% | 22.54%-3.3pp | 27.12%-7.9pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $3,613 | $1,202+200.6% | $2,603+38.8% | $2,032+77.8% |
| Participant deferral / active EE | $4,854 | $2,384+103.6% | $3,317+46.3% | $3,224+50.6% |
| Admin fee / account holder | $207 | $87+137.1% | $4,960-95.8% | $110+87.4% |