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 |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $8,373 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,041 | $54,590-24.8% | $81,930-49.9% | $73,488-44.2% |
| Participation rate | 57.6% | 68.3%-10.7pp | 72.0%-14.4pp | 70.7%-13.1pp |
| Annual return | -3.97% | 17.74%-21.7pp | 29.49%-33.5pp | 28.51%-32.5pp |
| Employer contribution / active EE | $987 | $1,636-39.7% | $4,310-77.1% | $2,270-56.5% |
| Participant deferral / active EE | $1,847 | $2,759-33.1% | $7,107-74.0% | $3,740-50.6% |
| Admin fee / account holder | $122 | $592-79.5% | $5,158-97.6% | $513-76.3% |