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 SERVICES6+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $76,956 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
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 | $184,891 | $55,636+232.3% | $81,983+125.5% | $73,488+151.6% |
| Participation rate | 93.8% | 62.3%+31.5pp | 69.2%+24.6pp | 70.7%+23.1pp |
| Annual return | 14.62% | 19.07%-4.4pp | 41.31%-26.7pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,267 | $1,625-22.0% | $2,498-49.3% | $2,270-44.2% |
| Participant deferral / active EE | $9,597 | $2,762+247.4% | $3,722+157.8% | $3,740+156.6% |
| Admin fee / account holder | $4 | $493-99.2% | $5,664-99.9% | $513-99.2% |