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 |
|---|---|---|
WOODTRUST BANK2 years Service code 15 · EIN 39-0720440 | Recordkeeping | $130,925 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $10,140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,624 | $73,638+233.6% | $108,410+126.6% | $79,386+209.4% |
| Participation rate | 99.1% | 77.4%+21.7pp | 80.1%+19.0pp | 70.7%+28.4pp |
| Annual return | 15.69% | 33.27%-17.6pp | 905.27%-889.6pp | 116.85%-101.2pp |
| Employer contribution / active EE | $6,414 | $2,397+167.6% | $3,558+80.3% | $2,427+164.2% |
| Participant deferral / active EE | $6,529 | $6,218+5.0% | $6,563-0.5% | $4,046+61.4% |
| Admin fee / account holder | $1,102 | $638+72.7% | $7,295-84.9% | $626+75.9% |