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 SERVICES7+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $93,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,104 | $60,776+237.5% | $85,682+139.4% | $79,386+158.4% |
| Participation rate | 93.2% | 62.1%+31.1pp | 69.9%+23.4pp | 70.7%+22.5pp |
| Annual return | 14.74% | 16.57%-1.8pp | 21.49%-6.8pp | 116.85%-102.1pp |
| Employer contribution / active EE | $951 | $1,663-42.8% | $2,618-63.7% | $2,427-60.8% |
| Participant deferral / active EE | $10,157 | $2,919+248.0% | $3,923+158.9% | $4,046+151.1% |
| Admin fee / account holder | $7 | $438-98.3% | $6,873-99.9% | $626-98.8% |