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 |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $7,728 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $6,852 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,987 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,114 | $64,707-24.1% | $112,228-56.2% | $68,494-28.3% |
| Participation rate | 81.8% | 67.2%+14.7pp | 75.1%+6.8pp | 67.9%+13.9pp |
| Annual return | -17.00% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $374 | $2,746-86.4% | $3,635-89.7% | $2,596-85.6% |
| Participant deferral / active EE | $2,083 | $3,565-41.6% | $4,728-56.0% | $4,027-48.3% |
| Admin fee / account holder | $239 | $5,232-95.4% | $6,410-96.3% | $5,403-95.6% |