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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,451 |
WOODBURY FINANCIAL SERVICES4+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $12,734 |
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 | $35,534 | $59,186-40.0% | $76,768-53.7% | $56,287-36.9% |
| Participation rate | 92.1% | 75.2%+16.9pp | 77.0%+15.2pp | 69.9%+22.3pp |
| Annual return | -5.32% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,120 | $1,759-36.3% | $2,485-55.0% | $2,111-47.0% |
| Participant deferral / active EE | $3,329 | $3,255+2.3% | $3,852-13.6% | $3,350-0.6% |
| Admin fee / account holder | $225 | $489-54.1% | $6,675-96.6% | $521-56.9% |