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 | $183,226 |
WOODBURY FINANCIAL SERVICES5 years Service code 49 · EIN 41-0944586 | Other Services | $89,627 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,506 | $34,677+201.4% | $77,024+35.7% | $64,808+61.3% |
| Participation rate | 60.5% | 49.8%+10.7pp | 67.9%-7.4pp | 71.5%-10.9pp |
| Annual return | -22.91% | -5.33%-17.6pp | 42.32%-65.2pp | 32.82%-55.7pp |
| Employer contribution / active EE | $1,303 | $1,370-4.9% | $2,812-53.7% | $2,506-48.0% |
| Participant deferral / active EE | $3,431 | $2,556+34.2% | $4,426-22.5% | $4,310-20.4% |
| Admin fee / account holder | $438 | $179+145.5% | $5,425-91.9% | $188+133.4% |