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 Service code 27 · EIN 41-0944586 | Advisory (Plan) | $68,874 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,003 | $65,223+44.1% | $80,019+17.5% | $55,725+68.7% |
| Participation rate | 53.3% | 80.6%-27.2pp | 75.8%-22.5pp | 70.9%-17.5pp |
| Annual return | -4.98% | 7.59%-12.6pp | 11.22%-16.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $289 | $2,544-88.6% | $2,468-88.3% | $2,078-86.1% |
| Participant deferral / active EE | $4,162 | $3,881+7.3% | $3,686+12.9% | $3,356+24.0% |
| Admin fee / account holder | $256 | $114+123.8% | $6,521-96.1% | $115+121.9% |