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 SERVICES8+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $77,883 |
Filed as: PEPPERMAN EMBOULAS SCHWARTZ TODARO Service code 10 · EIN 72-0207210 | Accounting | $16,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,427 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $141,890 | $44,764+217.0% | $68,791+106.3% | $64,808+118.9% |
| Participation rate | 89.8% | 64.8%+25.0pp | 69.0%+20.8pp | 71.5%+18.3pp |
| Annual return | -19.66% | -10.91%-8.8pp | -6.38%-13.3pp | 32.82%-52.5pp |
| Employer contribution / active EE | $1,194 | $1,775-32.8% | $2,655-55.0% | $2,506-52.4% |
| Participant deferral / active EE | $10,628 | $3,238+228.2% | $3,941+169.7% | $4,310+146.6% |
| Admin fee / account holder | $32 | $151-79.2% | $4,932-99.4% | $188-83.2% |