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 | $184,208 |
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 | $134,668 | $86,225+56.2% | $146,665-8.2% | $86,799+55.1% |
| Participation rate | 98.5% | 78.0%+20.5pp | 80.1%+18.4pp | 72.3%+26.2pp |
| Annual return | 12.56% | 31.23%-18.7pp | 22.74%-10.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $3,946 | $2,392+65.0% | $4,136-4.6% | $2,405+64.1% |
| Participant deferral / active EE | $7,159 | $4,245+68.6% | $5,506+30.0% | $4,131+73.3% |
| Admin fee / account holder | $590 | $195+202.3% | $10,280-94.3% | $170+248.2% |