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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,141 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $13,917 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $10,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,265 | $78,275-30.7% | $109,143-50.3% | $86,799-37.5% |
| Participation rate | 95.0% | 73.8%+21.2pp | 75.9%+19.1pp | 72.3%+22.7pp |
| Annual return | 16.39% | 19.14%-2.8pp | 25.75%-9.4pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,095 | $3,105-64.7% | $3,722-70.6% | $2,405-54.5% |
| Participant deferral / active EE | $5,726 | $3,641+57.3% | $4,653+23.1% | $4,131+38.6% |
| Admin fee / account holder | $186 | $198-6.4% | $6,752-97.2% | $170+9.6% |