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 |
|---|---|---|
WOODTRUST BANK8 years Service code 15 · EIN 39-0720440 | Recordkeeping | $209,120 |
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 | $129,703 | $89,436+45.0% | $164,813-21.3% | $77,643+67.1% |
| Participation rate | 97.1% | 78.6%+18.5pp | 78.6%+18.5pp | 70.6%+26.5pp |
| Annual return | 15.56% | 28.83%-13.3pp | 69.93%-54.4pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,977 | $2,569+54.8% | $4,341-8.4% | $2,726+45.9% |
| Participant deferral / active EE | $7,757 | $4,897+58.4% | $6,031+28.6% | $4,647+66.9% |
| Admin fee / account holder | $565 | $339+66.5% | $12,690-95.5% | $430+31.3% |