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 |
|---|---|---|
WOODRIDGE CAPIT PORT MGMT1+ years Filed as: WOODRIDGE CAPITAL PORTFOLIO Service code 26 · EIN 20-4821221 800 WOODLAND PARKWAY · RIDGELAND, MS 39157 | Advisory (Participants) | $25,198 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,859 | $52,8840% | $84,750-37.6% | $55,167-4.2% |
| Participation rate | 52.9% | 67.5%-14.6pp | 76.6%-23.7pp | 69.0%-16.1pp |
| Annual return | 3.98% | 18.03%-14.0pp | 22.78%-18.8pp | 169.23%-165.2pp |
| Employer contribution / active EE | $859 | $2,233-61.5% | $3,574-76.0% | $1,963-56.2% |
| Participant deferral / active EE | $2,071 | $2,644-21.7% | $3,712-44.2% | $3,054-32.2% |
| Admin fee / account holder | $382 | $581-34.2% | $5,332-92.8% | $504-24.2% |