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 SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $21,967 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,301 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,817 | $84,487+5.1% | $125,339-29.1% | $66,914+32.7% |
| Participation rate | 72.3% | 76.4%-4.1pp | 82.4%-10.0pp | 69.8%+2.5pp |
| Annual return | -14.66% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,046 | $3,553-14.3% | $4,814-36.7% | $2,544+19.7% |
| Participant deferral / active EE | $7,076 | $6,781+4.3% | $7,446-5.0% | $4,237+67.0% |
| Admin fee / account holder | $336 | $685-51.0% | $10,010-96.6% | $593-43.4% |