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 SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 53 · EIN 41-0944586 | Insurance Commissions | $7,205 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $6,743 |
Filed as: MASS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,460 | $54,573-14.9% | $90,951-48.9% | $73,488-36.8% |
| Participation rate | 39.2% | 61.2%-22.0pp | 69.0%-29.8pp | 70.7%-31.5pp |
| Annual return | 12.39% | 16.69%-4.3pp | 134.60%-122.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $190 | $991-80.9% | $2,122-91.1% | $2,270-91.6% |
| Participant deferral / active EE | $784 | $2,517-68.9% | $3,373-76.8% | $3,740-79.0% |
| Admin fee / account holder | $85 | $521-83.7% | $5,959-98.6% | $513-83.4% |