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 SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $21,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,391 | $104,475-7.7% | $159,436-39.5% | $79,386+21.4% |
| Participation rate | 79.4% | 76.6%+2.8pp | 82.8%-3.4pp | 70.7%+8.7pp |
| Annual return | 11.58% | 67.95%-56.4pp | 263.57%-252.0pp | 116.85%-105.3pp |
| Employer contribution / active EE | $3,006 | $3,417-12.0% | $4,829-37.8% | $2,427+23.8% |
| Participant deferral / active EE | $6,883 | $6,467+6.4% | $7,352-6.4% | $4,046+70.1% |
| Admin fee / account holder | $320 | $711-55.0% | $10,799-97.0% | $626-48.9% |