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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,872 |
WOODBURY FINANCIAL SERVICES3+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $31,519 |
BAKER TILLY US, LLP1 year Filed as: MONTGOMERY COSCIA GREILICH, LLP Service code 10 · EIN 75-2919818 | Accounting | $6,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,495 | $96,458-73.6% | $136,294-81.3% | $77,958-67.3% |
| Participation rate | 27.1% | 75.4%-48.3pp | 81.9%-54.9pp | 71.6%-44.6pp |
| Annual return | 20.58% | 23.78%-3.2pp | 5155.94%-5135.4pp | 20.87%-0.3pp |
| Employer contribution / active EE | $194 | $3,144-93.8% | $4,695-95.9% | $2,310-91.6% |
| Participant deferral / active EE | $2,570 | $5,902-56.5% | $6,247-58.9% | $3,537-27.3% |
| Admin fee / account holder | $127 | $80+57.8% | $9,243-98.6% | $97+30.4% |