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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES4+ years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $23,263 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,435 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,447 | $77,813-48.0% | $123,544-67.3% | $64,186-37.0% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -6.05% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,954 | $3,014-2.0% | $4,628-36.2% | $2,381+24.1% |
| Participant deferral / active EE | $5,420 | $5,240+3.4% | $6,426-15.7% | $3,470+56.2% |
| Admin fee / account holder | $223 | $5,519-96.0% | $9,284-97.6% | $4,888-95.4% |