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 99 | Other Fees | $7,770 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $7,380 |
WOODBURY FINANCIAL SERVICES9+ years Service code 27 7755 3RD STREET NORTH · OAK DALE, MN 55128 | Advisory (Plan) | $4,909 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,184 | $47,126-50.8% | $149,673-84.5% | $74,419-68.8% |
| Participation rate | 25.5% | 63.4%-37.9pp | 78.8%-53.3pp | 70.7%-45.2pp |
| Annual return | 21.80% | 22.75%-1.0pp | 134.42%-112.6pp | 34.38%-12.6pp |
| Employer contribution / active EE | $467 | $1,905-75.5% | $4,818-90.3% | $2,637-82.3% |
| Participant deferral / active EE | $693 | $2,728-74.6% | $5,680-87.8% | $4,528-84.7% |
| Admin fee / account holder | $120 | $343-64.9% | $13,210-99.1% | $348-65.4% |