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 BANK5 years Service code 15 · EIN 39-0720440 | Recordkeeping | $144,543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,685 | $79,013+200.8% | $100,391+136.8% | $74,495+219.1% |
| Participation rate | 98.3% | 79.5%+18.8pp | 81.5%+16.8pp | 67.2%+31.1pp |
| Annual return | 13.40% | 20.41%-7.0pp | 49.20%-35.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $7,194 | $3,021+138.1% | $3,942+82.5% | $2,623+174.3% |
| Participant deferral / active EE | $8,189 | $7,760+5.5% | $8,082+1.3% | $4,346+88.4% |
| Admin fee / account holder | $1,055 | $1,320-20.1% | $7,899-86.6% | $1,942-45.7% |