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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $12,159 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,640 | $50,199-11.1% | $70,092-36.3% | $66,914-33.3% |
| Participation rate | 51.5% | 66.3%-14.8pp | 70.5%-18.9pp | 69.8%-18.3pp |
| Annual return | 3.90% | -13.85%+17.7pp | 190.73%-186.8pp | 1.58%+2.3pp |
| Employer contribution / active EE | $1,241 | $1,864-33.4% | $2,559-51.5% | $2,544-51.2% |
| Participant deferral / active EE | $1,932 | $3,112-37.9% | $3,849-49.8% | $4,237-54.4% |
| Admin fee / account holder | $145 | $600-75.8% | $6,267-97.7% | $593-75.5% |