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 55 5665 PLAZA DRIVE · CYPRESS, CA 90630 | Other Commissions | $17,573 |
Service code 13 | Contract Administrator | $7,714 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,307 |
Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 W. WASHINGTON AVENUE STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $525 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $244 |
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 | $72,609 | $136,307-46.7% | $177,821-59.2% | $73,488-1.2% |
| Participation rate | 86.2% | 86.1%+0.1pp | 87.7%-1.6pp | 70.7%+15.5pp |
| Annual return | 23.74% | 18.68%+5.1pp | 48.32%-24.6pp | 28.51%-4.8pp |
| Employer contribution / active EE | $2,470 | $3,712-33.5% | $5,918-58.3% | $2,270+8.8% |
| Participant deferral / active EE | $5,213 | $5,829-10.6% | $7,714-32.4% | $3,740+39.4% |
| Admin fee / account holder | $45 | $596-92.4% | $12,427-99.6% | $513-91.1% |