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 |
|---|---|---|
Service code 49 · EIN 04-1591850 | Other Services | $69,120 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINAANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $19,298 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,210 | $98,982+13.4% | $162,163-30.8% | $65,185+72.1% |
| Participation rate | 88.0% | 85.8%+2.2pp | 87.6%+0.4pp | 70.2%+17.8pp |
| Annual return | 60.29% | 24.84%+35.4pp | 115.59%-55.3pp | 29.38%+30.9pp |
| Employer contribution / active EE | $1,260 | $3,467-63.6% | $5,614-77.5% | $2,177-42.1% |
| Participant deferral / active EE | $7,709 | $5,384+43.2% | $7,298+5.6% | $3,514+119.4% |
| Admin fee / account holder | $337 | $596-43.5% | $10,843-96.9% | $847-60.2% |