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 | $44,798 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $36,435 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $5,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,874 | $106,236-54.0% | $112,228-56.5% | $64,808-24.6% |
| Participation rate | 96.9% | 71.7%+25.3pp | 75.1%+21.9pp | 71.5%+25.5pp |
| Annual return | -16.73% | -6.02%-10.7pp | 27.45%-44.2pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,090 | $3,166-65.6% | $3,635-70.0% | $2,506-56.5% |
| Participant deferral / active EE | $5,982 | $3,785+58.0% | $4,728+26.5% | $4,310+38.8% |
| Admin fee / account holder | $278 | $452-38.5% | $6,410-95.7% | $188+47.8% |