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 & HOLST5+ years Filed as: SLOY, DAHL & HOLST, INC. Service code 51 · EIN 93-0989022 829 NW 19TH AVENUE · PORTLAND, OR 97209 | Investment Mgmt Fees | $72,457 |
CORPORATE PENSION CONSULTANTS6+ years Service code 10 · EIN 77-0116716 14125 CAPRI DRIVE, SUITE 9 · LOS GATOS, CA 95032 | Accounting | $60,900 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 8181 EAST TUFTS AVENUE · DENVER, CO 80237 | Accounting | $19,450 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 28 · EIN 42-1558009 2309 GRACY FARMS LN · AUSTIN, TX 78758 | Investment Management | $13,414 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,575 | $69,362+26.3% | $101,248-13.5% | $73,488+19.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 42.63% | 18.46%+24.2pp | 46.47%-3.8pp | 28.51%+14.1pp |
| Employer contribution / active EE | $9,861 | $2,628+275.2% | $3,660+169.5% | $2,270+334.4% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $722 | $704+2.6% | $5,945-87.9% | $513+40.6% |