See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $7,612 |
OSAIC WEALTH INC1 year Service code 55 · EIN 93-0987232 | Other Commissions | $1,194 |
Service code 37 · EIN 04-2647786 | Loan Processing | $313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,841 | $126,574-91.4% | $106,213-89.8% | $145,922-92.6% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 9.86% | 224.79%-214.9pp | 116.14%-106.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $23,307 | $3,730+524.8% | $3,171+634.9% | $4,660+400.2% |
| Participant deferral / active EE | $62,423 | $5,724+990.6% | $5,016+1144.5% | $6,688+833.4% |
| Admin fee / account holder | $157 | $17,304-99.1% | $11,033-98.6% | $13,397-98.8% |