See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,413 |
WOODBURY FINANCIAL SERVICES7+ years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $21,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,048 | $105,181-38.2% | $159,436-59.2% | $85,850-24.2% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.8%+12.9pp | 69.3%+26.4pp |
| Annual return | 12.90% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $3,775 | $3,318+13.8% | $4,829-21.8% | $2,565+47.2% |
| Participant deferral / active EE | $7,471 | $5,945+25.7% | $7,352+1.6% | $3,952+89.1% |
| Admin fee / account holder | $347 | $6,933-95.0% | $10,799-96.8% | $6,260-94.5% |