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 | $149,504 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,605 | $78,419+56.3% | $133,956-8.5% | $73,409+67.0% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.8%+18.7pp | 72.2%+26.4pp |
| Annual return | 16.92% | 33.35%-16.4pp | 45.09%-28.2pp | 59.29%-42.4pp |
| Employer contribution / active EE | $3,922 | $2,044+91.9% | $3,919+0.1% | $2,234+75.6% |
| Participant deferral / active EE | $6,734 | $3,925+71.6% | $5,048+33.4% | $3,805+77.0% |
| Admin fee / account holder | $490 | $161+203.8% | $8,927-94.5% | $158+210.5% |