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 | $105,854 |
WOODBURY FINANCIAL SERVICES9+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $45,861 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 16 · EIN 39-0859910 | Consulting | $9,713 |
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).
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 | $40,399 | $107,459-62.4% | $135,903-70.3% | $80,160-49.6% |
| Participation rate | 26.8% | 78.0%-51.2pp | 81.9%-55.1pp | 72.9%-46.1pp |
| Annual return | 23.80% | 91.91%-68.1pp | 68.23%-44.4pp | 40.38%-16.6pp |
| Employer contribution / active EE | $132 | $3,877-96.6% | $4,856-97.3% | $2,978-95.6% |
| Participant deferral / active EE | $3,111 | $8,195-62.0% | $7,758-59.9% | $5,017-38.0% |
| Admin fee / account holder | $169 | $127+32.8% | $10,762-98.4% | $145+16.3% |