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 15 · EIN 13-3689044 | Recordkeeping | $24,196 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 16 · EIN 41-0944586 | Consulting | $21,105 |
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 | $69,929 | $93,571-25.3% | $135,903-48.5% | $75,163-7.0% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 17.37% | 30.90%-13.5pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $4,385 | $3,537+24.0% | $4,856-9.7% | $2,670+64.2% |
| Participant deferral / active EE | $10,507 | $6,404+64.1% | $7,758+35.4% | $4,125+154.7% |
| Admin fee / account holder | $331 | $6,975-95.3% | $10,762-96.9% | $5,651-94.1% |