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 13 · EIN 42-0127290 | Contract Administrator | $191,967 |
WOODBURY FINANCIAL SERVICES6 years Service code 49 · EIN 41-0944586 | Other Services | $86,024 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,126 | $40,385+197.5% | $80,569+49.1% | $74,419+61.4% |
| Participation rate | 60.4% | 47.4%+13.0pp | 67.0%-6.6pp | 70.7%-10.3pp |
| Annual return | 18.47% | 164.85%-146.4pp | 935.43%-917.0pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,478 | $1,496-1.2% | $2,723-45.7% | $2,637-44.0% |
| Participant deferral / active EE | $3,597 | $2,674+34.5% | $4,447-19.1% | $4,528-20.6% |
| Admin fee / account holder | $443 | $720-38.4% | $5,377-91.8% | $348+27.5% |