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 SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 99 · EIN 41-0944586 | Other Fees | $21,312 |
HAM, LANGSTON & BREZINA, LLP2 years Filed as: HL& B HAM, LANGSTON, & BREZINA, LLP Service code 10 11550 FUQUA ST., STE 475 · HOUSTON, TX 77034 | Accounting | $14,995 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,421 |
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 | $48,773 | $130,194-62.5% | $169,993-71.3% | $71,457-31.7% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.0%+9.4pp | 67.9%+28.5pp |
| Annual return | 16.81% | 20.37%-3.6pp | 53.37%-36.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $3,455 | $4,381-21.1% | $6,785-49.1% | $2,588+33.5% |
| Participant deferral / active EE | $5,383 | $6,923-22.2% | $10,408-48.3% | $4,289+25.5% |
| Admin fee / account holder | $85 | $966-91.2% | $12,815-99.3% | $1,587-94.7% |