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.
See the 10-year trajectory with Solo.
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 & HOLST10+ years Filed as: SLOY, DAHL & HOLST, INC. Service code 28 · EIN 93-0989022 1220 MAIN STREET, SUITE 400 · VANCOUVER, WA 98660 | Investment Management | $99,106 |
CORPORATE PENSION CONSULTANTS11+ years Service code 10 · EIN 77-0116716 14125 CAPRI DRIVE, SUITE 9 · LOS GATOS, CA 95032 | Accounting | $83,888 |
PLANTE & MORAN, PLLC7 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1498605 8181 EAST TUFTS AVENUE · DENVER, CO 80237 | Accounting | $29,947 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 1945 NORTHWESTERN DRIVE · EL PASO, TX 79912 | Custodial (other than securities) | $15,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,863 | $86,944+25.2% | $107,525+1.2% | $74,304+46.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 17.68% | 23.52%-5.8pp | 181.32%-163.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $12,525 | $2,757+354.4% | $3,754+233.7% | $2,241+458.9% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1,082 | $3,727-71.0% | $8,919-87.9% | $2,969-63.5% |