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 | $27,946 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $15,522 |
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 | $20,081 | $52,293-61.6% | $178,490-88.7% | $73,409-72.6% |
| Participation rate | 91.4% | 65.3%+26.1pp | 81.9%+9.5pp | 72.2%+19.2pp |
| Annual return | 20.02% | 34.75%-14.7pp | 151.07%-131.0pp | 59.29%-39.3pp |
| Employer contribution / active EE | $1,212 | $1,735-30.2% | $5,011-75.8% | $2,234-45.7% |
| Participant deferral / active EE | $1,139 | $2,332-51.1% | $5,202-78.1% | $3,805-70.1% |
| Admin fee / account holder | $42 | $127-67.0% | $13,984-99.7% | $158-73.4% |