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 SERVICES4+ years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $24,810 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $11,676 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $8,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,560 | $23,224+165.1% | $71,086-13.4% | $55,725+10.5% |
| Participation rate | 43.7% | 37.9%+5.8pp | 54.7%-10.9pp | 70.9%-27.1pp |
| Annual return | -4.05% | -2.87%-1.2pp | 650.59%-654.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,005 | $436+130.5% | $1,088-7.6% | $2,078-51.6% |
| Participant deferral / active EE | $3,059 | $929+229.3% | $1,874+63.2% | $3,356-8.8% |
| Admin fee / account holder | $283 | $118+140.0% | $3,082-90.8% | $115+145.7% |