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 15 · EIN 41-0944586 | Recordkeeping | $24,541 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,098 |
SIMIONE MACCA & LARROW1 year Filed as: SIMIONE, MACCA, & LARROW, LLP Service code 15 · EIN 06-1586075 | Recordkeeping | $6,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,404 | $58,879+2.6% | $178,490-66.2% | $73,488-17.8% |
| Participation rate | 49.6% | 66.2%-16.6pp | 81.9%-32.4pp | 70.7%-21.1pp |
| Annual return | 15.02% | 24.86%-9.8pp | 151.07%-136.0pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,988 | $2,567-22.6% | $5,202-61.8% | $3,740-46.8% |
| Admin fee / account holder | $342 | $400-14.6% | $13,984-97.6% | $513-33.3% |