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) | $194,966 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 12 · EIN 91-1035498 | Contract Administrator; Recordkeeping... | $23,445 |
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 | $184,824 | $51,447+259.2% | $104,607+76.7% | $73,409+151.8% |
| Participation rate | 82.3% | 68.2%+14.1pp | 74.1%+8.2pp | 72.2%+10.1pp |
| Annual return | 59.11% | 25.06%+34.0pp | 340.46%-281.4pp | 59.29%-0.2pp |
| Employer contribution / active EE | $2,841 | $1,441+97.2% | $2,681+6.0% | $2,234+27.2% |
| Participant deferral / active EE | $4,738 | $3,058+54.9% | $3,740+26.7% | $3,805+24.5% |
| Admin fee / account holder | $225 | $122+84.2% | $6,473-96.5% | $158+42.3% |