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 13 · EIN 42-0127290 | Contract Administrator | $152,666 |
WOODBURY FINANCIAL SERVICES2 years Service code 49 · EIN 41-0944586 | Other Services | $75,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,226 | $40,522+169.5% | $84,611+29.1% | $67,579+61.6% |
| Participation rate | 59.4% | 51.1%+8.2pp | 68.2%-8.9pp | 71.3%-11.9pp |
| Annual return | 21.42% | 32.72%-11.3pp | 258.74%-237.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $1,116 | $1,146-2.7% | $2,652-57.9% | $2,148-48.1% |
| Participant deferral / active EE | $2,965 | $2,132+39.1% | $3,899-24.0% | $3,539-16.2% |
| Admin fee / account holder | $446 | $145+207.2% | $4,912-90.9% | $142+213.7% |