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 55 5665 PLAZA DRIVE · CYPRESS, CA 90630 | Other Commissions | $13,561 |
Service code 13 | Contract Administrator | $5,660 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,984 |
Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 W. WASHINGTON AVENUE STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $675 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $263 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,313 | $98,982-34.0% | $162,163-59.7% | $65,185+0.2% |
| Participation rate | 82.6% | 85.8%-3.2pp | 87.6%-4.9pp | 70.2%+12.4pp |
| Annual return | 65.54% | 24.84%+40.7pp | 115.59%-50.1pp | 29.38%+36.2pp |
| Employer contribution / active EE | $2,364 | $3,467-31.8% | $5,614-57.9% | $2,177+8.6% |
| Participant deferral / active EE | $4,843 | $5,384-10.0% | $7,298-33.6% | $3,514+37.8% |
| Admin fee / account holder | $36 | $596-94.0% | $10,843-99.7% | $847-95.8% |