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 BANK4 years Service code 15 · EIN 39-0720440 | Recordkeeping | $125,115 |
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 | $227,935 | $69,477+228.1% | $94,646+140.8% | $71,457+219.0% |
| Participation rate | 99.1% | 78.4%+20.7pp | 80.8%+18.3pp | 67.9%+31.2pp |
| Annual return | 19.56% | 29.66%-10.1pp | 156.71%-137.1pp | 28.85%-9.3pp |
| Employer contribution / active EE | $7,191 | $2,853+152.0% | $3,672+95.8% | $2,588+177.9% |
| Participant deferral / active EE | $8,048 | $7,345+9.6% | $7,418+8.5% | $4,289+87.7% |
| Admin fee / account holder | $955 | $1,210-21.0% | $7,231-86.8% | $1,587-39.8% |