See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,697 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $13,380 |
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 | $180,670 | $99,957+80.7% | $149,696+20.7% | $73,488+145.8% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.5%+3.3pp | 70.7%+15.1pp |
| Annual return | 15.90% | 53.87%-38.0pp | 276.60%-260.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,366 | $3,191+5.5% | $4,644-27.5% | $2,270+48.3% |
| Participant deferral / active EE | $7,167 | $6,073+18.0% | $6,842+4.8% | $3,740+91.7% |
| Admin fee / account holder | $338 | $551-38.7% | $9,309-96.4% | $513-34.2% |