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 8-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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $71,389 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,625 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $66,778 | $46,423+43.8% | $75,886-12.0% | $67,579-1.2% |
| Participation rate | 81.0% | 63.1%+18.0pp | 69.3%+11.7pp | 71.3%+9.7pp |
| Annual return | 22.78% | 32.29%-9.5pp | 30.76%-8.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $5,272 | $1,406+274.9% | $2,500+110.8% | $2,148+145.5% |
| Participant deferral / active EE | $9,781 | $2,564+281.4% | $3,603+171.5% | $3,539+176.4% |
| Admin fee / account holder | $245 | $132+85.6% | $5,418-95.5% | $142+71.9% |