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 | $104,704 |
WOODBURY FINANCIAL SERVICES6+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $39,633 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 75-2919818 | Accounting | $7,177 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $39,187 | $127,481-69.3% | $149,696-73.8% | $90,288-56.6% |
| Participation rate | 24.6% | 78.2%-53.7pp | 82.5%-57.9pp | 73.4%-48.8pp |
| Annual return | 22.72% | 57.78%-35.1pp | 276.60%-253.9pp | 53.97%-31.2pp |
| Employer contribution / active EE | $83 | $3,448-97.6% | $4,644-98.2% | $2,524-96.7% |
| Participant deferral / active EE | $2,494 | $6,975-64.2% | $6,842-63.5% | $4,232-41.1% |
| Admin fee / account holder | $223 | $152+46.9% | $9,309-97.6% | $114+95.4% |