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 | $700 |
WOODBURY FINANCIAL SERVICES4+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 61 · EIN 41-0944586 | 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 | $86,820 | $59,186+46.7% | $76,768+13.1% | $56,287+54.2% |
| Participation rate | 95.9% | 75.2%+20.6pp | 77.0%+18.9pp | 69.9%+26.0pp |
| Annual return | -1.25% | 6.62%-7.9pp | 2.43%-3.7pp | -9.96%+8.7pp |
| Employer contribution / active EE | $2,312 | $1,759+31.5% | $2,485-7.0% | $2,111+9.5% |
| Participant deferral / active EE | $7,130 | $3,255+119.1% | $3,852+85.1% | $3,350+112.9% |
| Admin fee / account holder | $4 | $489-99.2% | $6,675-99.9% | $521-99.3% |