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 |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 99 · EIN 41-0944586 | Other Fees | $24,369 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,179 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,392 | $121,341-62.6% | $189,513-76.0% | $79,386-42.8% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.8%+7.2pp | 70.7%+24.3pp |
| Annual return | 15.54% | 21.08%-5.5pp | 555.15%-539.6pp | 116.85%-101.3pp |
| Employer contribution / active EE | $2,760 | $3,915-29.5% | $6,162-55.2% | $2,427+13.7% |
| Participant deferral / active EE | $4,630 | $6,395-27.6% | $8,221-43.7% | $4,046+14.4% |
| Admin fee / account holder | $11 | $651-98.4% | $12,045-99.9% | $626-98.3% |