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 SERVICES5+ years Filed as: WOODBURY FIN SVCS INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $25,246 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $23,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,964 | $72,492+24.1% | $87,100+3.3% | $72,985+23.3% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.9%+22.0pp | 69.5%+29.4pp |
| Annual return | 18.01% | 24.46%-6.4pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,168 | $1,894+14.5% | $2,521-14.0% | $2,440-11.2% |
| Participant deferral / active EE | $4,844 | $3,270+48.2% | $4,049+19.6% | $3,607+34.3% |
| Admin fee / account holder | $414 | $5,055-91.8% | $7,497-94.5% | $5,124-91.9% |