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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $12,748 |
PIETTE MCCOART CPAS LLC3 years Service code 10 6 BLACKSTONE VALLEY PL · LINCOLN, RI 02865 | Accounting | $6,250 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $145 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,763 | $65,862+130.4% | $124,672+21.7% | $79,386+91.2% |
| Participation rate | 30.6% | 62.2%-31.7pp | 74.6%-44.1pp | 70.7%-40.1pp |
| Annual return | 13.97% | 19.02%-5.1pp | 5142.93%-5129.0pp | 116.85%-102.9pp |
| Employer contribution / active EE | $597 | $1,883-68.3% | $3,324-82.0% | $2,427-75.4% |
| Participant deferral / active EE | $1,718 | $2,772-38.0% | $4,614-62.8% | $4,046-57.5% |
| Admin fee / account holder | $128 | $673-81.0% | $7,493-98.3% | $626-79.6% |