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 | $39,746 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $37,282 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $8,747 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,381 | $92,971-37.2% | $96,683-39.6% | $74,419-21.6% |
| Participation rate | 94.3% | 71.5%+22.7pp | 74.3%+19.9pp | 70.7%+23.5pp |
| Annual return | 18.49% | 37.49%-19.0pp | 35.69%-17.2pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,149 | $3,426-66.5% | $3,737-69.3% | $2,637-56.4% |
| Participant deferral / active EE | $6,473 | $3,970+63.0% | $4,878+32.7% | $4,528+42.9% |
| Admin fee / account holder | $274 | $633-56.8% | $6,730-95.9% | $348-21.4% |