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 SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $17,199 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,202 |
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 | $85,699 | $98,750-13.2% | $149,696-42.8% | $79,858+7.3% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.7pp |
| Annual return | 17.07% | 27.43%-10.4pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,998 | $3,216-6.8% | $4,644-35.5% | $2,471+21.3% |
| Participant deferral / active EE | $6,907 | $5,680+21.6% | $6,842+1.0% | $3,740+84.7% |
| Admin fee / account holder | $272 | $6,053-95.5% | $9,309-97.1% | $5,306-94.9% |