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 27 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $41,111 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,397 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,243 | $86,332+16.1% | $125,175-19.9% | $65,185+53.8% |
| Participation rate | 90.6% | 75.3%+15.2pp | 79.8%+10.8pp | 70.2%+20.4pp |
| Annual return | 19.19% | 27.43%-8.2pp | 43.79%-24.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $4,934 | $2,040+141.9% | $3,865+27.6% | $2,177+126.7% |
| Participant deferral / active EE | $5,635 | $3,537+59.3% | $4,937+14.1% | $3,514+60.4% |
| Admin fee / account holder | $311 | $609-49.0% | $9,702-96.8% | $847-63.3% |