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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $24,975 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $20,552 |
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 | $90,340 | $81,900+10.3% | $119,609-24.5% | $68,494+31.9% |
| Participation rate | 66.0% | 71.9%-5.9pp | 79.3%-13.3pp | 67.9%-1.9pp |
| Annual return | -18.45% | -23.82%+5.4pp | -14.97%-3.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,650 | $2,693-38.7% | $4,232-61.0% | $2,596-36.5% |
| Participant deferral / active EE | $3,903 | $4,148-5.9% | $5,602-30.3% | $4,027-3.1% |
| Admin fee / account holder | $530 | $6,582-91.9% | $10,323-94.9% | $5,403-90.2% |