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 | $23,651 |
WOODBURY FINANCIAL SERVICES7+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $16,834 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,561 | $84,936-36.9% | $111,297-51.9% | $79,386-32.5% |
| Participation rate | 89.1% | 75.9%+13.2pp | 77.3%+11.8pp | 70.7%+18.4pp |
| Annual return | 10.78% | 17.45%-6.7pp | 54.65%-43.9pp | 116.85%-106.1pp |
| Employer contribution / active EE | $1,245 | $1,979-37.1% | $2,731-54.4% | $2,427-48.7% |
| Participant deferral / active EE | $4,054 | $3,888+4.3% | $4,487-9.7% | $4,046+0.2% |
| Admin fee / account holder | $302 | $537-43.8% | $7,964-96.2% | $626-51.8% |