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 SERVICES5 years Service code 27 7755 3RD ST NORTH · OAKDALE, MN 55128 | Advisory (Plan) | $22,820 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,306 |
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 | $74,642 | $91,538-18.5% | $129,995-42.6% | $75,163-0.7% |
| Participation rate | 91.8% | 71.4%+20.3pp | 78.5%+13.3pp | 67.2%+24.6pp |
| Annual return | 18.73% | -631.11%+649.8pp | -137.18%+155.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $481 | $2,845-83.1% | $4,320-88.9% | $2,670-82.0% |
| Participant deferral / active EE | $4,670 | $4,341+7.6% | $5,820-19.8% | $4,125+13.2% |
| Admin fee / account holder | $371 | $6,790-94.5% | $10,614-96.5% | $5,651-93.4% |