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 & HOLST, INC Service code 26 · EIN 93-0989022 | Advisory (Participants) | $143,274 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 12 · EIN 91-1035498 | Consulting (general); Participant loa... | $17,902 |
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 | $94,988 | $37,591+152.7% | $90,645+4.8% | $55,725+70.5% |
| Participation rate | 90.6% | 66.4%+24.2pp | 74.0%+16.5pp | 70.9%+19.7pp |
| Annual return | -8.87% | -3.20%-5.7pp | 1.88%-10.8pp | 244.93%-253.8pp |
| Employer contribution / active EE | $3,505 | $1,302+169.2% | $2,532+38.4% | $2,078+68.6% |
| Participant deferral / active EE | $5,016 | $2,643+89.8% | $3,425+46.5% | $3,356+49.5% |
| Admin fee / account holder | $176 | $100+75.6% | $4,994-96.5% | $115+52.4% |