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 SERVICES3+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 61 · EIN 41-0944586 | Finders' fees / placement fees | $0 |
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 | $87,927 | $64,909+35.5% | $82,313+6.8% | $62,292+41.2% |
| Participation rate | 95.1% | 74.9%+20.2pp | 76.9%+18.2pp | 69.5%+25.6pp |
| Annual return | 18.44% | 21.18%-2.7pp | 25.88%-7.4pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,115 | $1,676+26.2% | $2,428-12.9% | $2,042+3.6% |
| Participant deferral / active EE | $6,352 | $3,103+104.7% | $3,706+71.4% | $3,169+100.4% |
| Admin fee / account holder | $6 | $440-98.6% | $5,608-99.9% | $479-98.8% |