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 27 · EIN 41-0944586 | Advisory (Plan) | $27,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,238 | $60,795-2.6% | $69,455-14.7% | $65,185-9.1% |
| Participation rate | 77.6% | 74.9%+2.7pp | 74.6%+3.0pp | 70.2%+7.4pp |
| Annual return | 25.84% | 17.46%+8.4pp | 28.97%-3.1pp | 29.38%-3.5pp |
| Employer contribution / active EE | $2,463 | $2,452+0.5% | $2,779-11.4% | $2,177+13.2% |
| Participant deferral / active EE | $4,147 | $3,162+31.2% | $3,535+17.3% | $3,514+18.0% |
| Admin fee / account holder | $258 | $314-17.9% | $3,839-93.3% | $847-69.6% |