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.
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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) | $266,130 |
Filed as: SPECTRUM PENSION CONSULTANTS, INC Service code 12 · EIN 91-1035498 | Consulting (pension); Recordkeeping a... | $24,943 |
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 | $103,698 | $42,901+141.7% | $91,220+13.7% | $64,808+60.0% |
| Participation rate | 78.1% | 68.1%+10.0pp | 73.2%+4.9pp | 71.5%+6.6pp |
| Annual return | -42.12% | -13.53%-28.6pp | 114.01%-156.1pp | 32.82%-74.9pp |
| Employer contribution / active EE | $3,674 | $1,571+133.9% | $2,850+28.9% | $2,506+46.6% |
| Participant deferral / active EE | $5,519 | $3,501+57.6% | $4,234+30.4% | $4,310+28.0% |
| Admin fee / account holder | $303 | $131+130.8% | $5,420-94.4% | $188+61.1% |