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) | $15,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,083 | $89,652-11.8% | $141,162-44.0% | $65,185+21.3% |
| Participation rate | 65.1% | 74.7%-9.6pp | 82.5%-17.3pp | 70.2%-5.1pp |
| Annual return | 24.27% | 32.79%-8.5pp | 71.39%-47.1pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,424 | $3,065-20.9% | $4,735-48.8% | $2,177+11.4% |
| Participant deferral / active EE | $5,413 | $5,691-4.9% | $6,709-19.3% | $3,514+54.0% |
| Admin fee / account holder | $257 | $569-54.8% | $10,261-97.5% | $847-69.7% |