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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.
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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 SERVICES3 years Service code 27 7755 3RD ST NORTH · OAKDALE, MN 55128 | Advisory (Plan) | $26,282 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,252 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,351 | $99,985-27.6% | $146,665-50.7% | $85,850-15.7% |
| Participation rate | 85.4% | 73.1%+12.3pp | 80.1%+5.3pp | 69.3%+16.1pp |
| Annual return | 16.21% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $439 | $2,559-82.8% | $4,136-89.4% | $2,565-82.9% |
| Participant deferral / active EE | $4,318 | $4,006+7.8% | $5,506-21.6% | $3,952+9.3% |
| Admin fee / account holder | $330 | $7,702-95.7% | $10,280-96.8% | $6,260-94.7% |