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 | $21,717 |
WOODBURY FINANCIAL SERVICES8+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $12,708 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,188 | $65,435-44.7% | $86,677-58.2% | $66,914-45.9% |
| Participation rate | 90.2% | 75.5%+14.7pp | 76.6%+13.6pp | 69.8%+20.4pp |
| Annual return | -15.78% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,242 | $2,153-42.3% | $2,836-56.2% | $2,544-51.2% |
| Participant deferral / active EE | $3,792 | $4,100-7.5% | $4,656-18.6% | $4,237-10.5% |
| Admin fee / account holder | $213 | $642-66.9% | $7,493-97.2% | $593-64.2% |