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 SERVICES9+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $46,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,112 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,524 | $49,693+186.8% | $70,515+102.1% | $74,419+91.5% |
| Participation rate | 93.5% | 64.7%+28.8pp | 68.3%+25.1pp | 70.7%+22.8pp |
| Annual return | 21.95% | 21.22%+0.7pp | 32.77%-10.8pp | 34.38%-12.4pp |
| Employer contribution / active EE | $1,470 | $1,773-17.1% | $2,973-50.6% | $2,637-44.3% |
| Participant deferral / active EE | $12,005 | $3,376+255.6% | $4,567+162.9% | $4,528+165.1% |
| Admin fee / account holder | -$28 | $316-108.8% | $6,412-100.4% | $348-107.9% |