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 | $19,693 |
WOODBURY FINANCIAL SERVICES5+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $12,906 |
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 | $43,710 | $65,376-33.1% | $87,100-49.8% | $65,185-32.9% |
| Participation rate | 92.8% | 75.3%+17.5pp | 76.9%+15.9pp | 70.2%+22.6pp |
| Annual return | 20.22% | 31.27%-11.1pp | 28.19%-8.0pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,231 | $1,822-32.5% | $2,521-51.2% | $2,177-43.4% |
| Participant deferral / active EE | $3,792 | $3,388+11.9% | $4,049-6.3% | $3,514+7.9% |
| Admin fee / account holder | $243 | $520-53.2% | $7,497-96.8% | $847-71.3% |