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 SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $42,224 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,812 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,269 | $93,182+38.7% | $146,665-11.9% | $79,386+62.8% |
| Participation rate | 92.3% | 76.4%+15.9pp | 80.1%+12.2pp | 70.7%+21.6pp |
| Annual return | 13.33% | 21.61%-8.3pp | 22.74%-9.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $7,227 | $2,420+198.7% | $4,136+74.7% | $2,427+197.7% |
| Participant deferral / active EE | $6,574 | $4,169+57.7% | $5,506+19.4% | $4,046+62.5% |
| Admin fee / account holder | $321 | $585-45.1% | $10,280-96.9% | $626-48.7% |