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 SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $38,203 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,962 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,353 |
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 | $119,285 | $81,474+46.4% | $133,956-11.0% | $73,488+62.3% |
| Participation rate | 92.4% | 76.4%+16.1pp | 79.8%+12.6pp | 70.7%+21.8pp |
| Annual return | 14.33% | 19.40%-5.1pp | 45.09%-30.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $6,934 | $2,209+213.9% | $3,919+77.0% | $2,270+205.5% |
| Participant deferral / active EE | $5,612 | $3,786+48.2% | $5,048+11.2% | $3,740+50.1% |
| Admin fee / account holder | $309 | $713-56.6% | $8,927-96.5% | $513-39.7% |