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 | $1,075 |
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 61 500 BIELENBERG DR · WOODBURY, MN 55125 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,700 | $54,320+37.5% | $67,652+10.4% | $52,331+42.7% |
| Participation rate | 83.8% | 73.6%+10.2pp | 75.7%+8.1pp | 68.1%+15.7pp |
| Annual return | 0.05% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,912 | $1,544+23.9% | $2,266-15.6% | $1,882+1.6% |
| Participant deferral / active EE | $5,991 | $2,950+103.1% | $3,560+68.3% | $3,022+98.2% |
| Admin fee / account holder | $6 | $527-98.8% | $4,821-99.9% | $592-98.9% |