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 | $21,577 |
WOODBURY FINANCIAL SERVICES9+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $10,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,958 | $76,050-47.5% | $96,544-58.6% | $71,457-44.1% |
| Participation rate | 91.2% | 74.4%+16.8pp | 76.0%+15.3pp | 67.9%+23.3pp |
| Annual return | 16.50% | 22.81%-6.3pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,288 | $2,244-42.6% | $2,965-56.6% | $2,588-50.2% |
| Participant deferral / active EE | $3,742 | $4,215-11.2% | $4,851-22.9% | $4,289-12.8% |
| Admin fee / account holder | $194 | $2,707-92.8% | $8,252-97.7% | $1,587-87.8% |