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 Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $74,666 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,838 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,085 | $47,922+246.6% | $75,886+118.9% | $65,185+154.8% |
| Participation rate | 95.7% | 63.0%+32.7pp | 69.3%+26.4pp | 70.2%+25.5pp |
| Annual return | 23.19% | 24.12%-0.9pp | 30.76%-7.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $824 | $1,557-47.1% | $2,500-67.1% | $2,177-62.2% |
| Participant deferral / active EE | $9,357 | $2,550+266.9% | $3,603+159.7% | $3,514+166.3% |
| Admin fee / account holder | $10 | $532-98.2% | $5,418-99.8% | $847-98.8% |