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 SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $31,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,204 | $65,322+13.6% | $70,449+5.3% | $73,488+1.0% |
| Participation rate | 73.1% | 77.0%-3.8pp | 75.1%-1.9pp | 70.7%+2.5pp |
| Annual return | 14.31% | 15.71%-1.4pp | 109.03%-94.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,751 | $2,460+11.9% | $2,737+0.5% | $2,270+21.2% |
| Participant deferral / active EE | $4,587 | $3,375+35.9% | $3,709+23.7% | $3,740+22.7% |
| Admin fee / account holder | $312 | $214+45.8% | $3,845-91.9% | $513-39.2% |