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 SERVICES7+ years Filed as: WOODBURY FIN SVCS INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $30,037 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $27,243 |
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 | $79,004 | $90,590-12.8% | $111,297-29.0% | - |
| Participation rate | 100.0% | 76.1%+23.9pp | 77.3%+22.7pp | - |
| Annual return | 9.94% | 11.74%-1.8pp | 54.65%-44.7pp | - |
| Employer contribution / active EE | $2,461 | $1,916+28.4% | $2,731-9.9% | - |
| Participant deferral / active EE | $4,962 | $4,059+22.3% | $4,487+10.6% | - |
| Admin fee / account holder | $447 | $3,379-86.8% | $7,964-94.4% | - |