See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES3 years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $23,858 |
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $17,871 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,742 | $104,475-22.7% | $159,436-49.4% | $79,386+1.7% |
| Participation rate | 88.8% | 76.6%+12.2pp | 82.8%+6.0pp | 70.7%+18.1pp |
| Annual return | 16.12% | 67.95%-51.8pp | 263.57%-247.5pp | 116.85%-100.7pp |
| Employer contribution / active EE | $5,608 | $3,417+64.1% | $4,829+16.1% | $2,427+131.0% |
| Participant deferral / active EE | $6,945 | $6,467+7.4% | $7,352-5.5% | $4,046+71.7% |
| Admin fee / account holder | $208 | $711-70.8% | $10,799-98.1% | $626-66.8% |