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 |
|---|---|---|
Filed as: DWAYNE JOHNSON & ASSOCIATES, S.C. Service code 10 · EIN 39-1750654 | Accounting | $26,100 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $10,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,212 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,612 | $76,050-13.7% | $96,544-32.0% | $71,457-8.2% |
| Participation rate | 76.1% | 74.4%+1.7pp | 76.0%+0.1pp | 67.9%+8.2pp |
| Annual return | 14.05% | 22.81%-8.8pp | 25.84%-11.8pp | 28.85%-14.8pp |
| Employer contribution / active EE | $997 | $2,244-55.6% | $2,965-66.4% | $2,588-61.5% |
| Participant deferral / active EE | $2,712 | $4,215-35.7% | $4,851-44.1% | $4,289-36.8% |
| Admin fee / account holder | $377 | $2,707-86.1% | $8,252-95.4% | $1,587-76.3% |