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 | $28,537 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $14,932 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,800 |
Form 5500 reported that benefits due were not provided when due.
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 | $16,955 | $62,928-73.1% | $172,739-90.2% | $67,579-74.9% |
| Participation rate | 87.2% | 64.5%+22.7pp | 82.6%+4.6pp | 71.3%+15.9pp |
| Annual return | 21.25% | 30.36%-9.1pp | 802.84%-781.6pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,224 | $1,636-25.2% | $5,143-76.2% | $2,148-43.0% |
| Participant deferral / active EE | $1,190 | $2,145-44.5% | $5,198-77.1% | $3,539-66.4% |
| Admin fee / account holder | $64 | $167-61.4% | $13,954-99.5% | $142-54.8% |