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 SERVICES2 years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $14,570 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $10,834 |
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 | $68,512 | $99,957-31.5% | $149,696-54.2% | $73,488-6.8% |
| Participation rate | 93.9% | 75.7%+18.2pp | 82.5%+11.4pp | 70.7%+23.2pp |
| Annual return | 17.56% | 53.87%-36.3pp | 276.60%-259.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $5,041 | $3,191+58.0% | $4,644+8.5% | $2,270+122.1% |
| Participant deferral / active EE | $6,111 | $6,073+0.6% | $6,842-10.7% | $3,740+63.4% |
| Admin fee / account holder | $136 | $551-75.3% | $9,309-98.5% | $513-73.5% |