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) | $14,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,850 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $65,913 | $77,813-15.3% | $123,544-46.6% | $64,186+2.7% |
| Participation rate | 75.3% | 74.7%+0.6pp | 82.3%-7.0pp | 69.6%+5.7pp |
| Annual return | -4.83% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,820 | $3,014-6.4% | $4,628-39.1% | $2,381+18.4% |
| Participant deferral / active EE | $5,558 | $5,240+6.1% | $6,426-13.5% | $3,470+60.2% |
| Admin fee / account holder | $56 | $5,519-99.0% | $9,284-99.4% | $4,888-98.9% |