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 BANK6 years Service code 15 · EIN 39-0720440 | Recordkeeping | $170,315 |
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 | $108,308 | $71,142+52.2% | $119,609-9.4% | $64,808+67.1% |
| Participation rate | 97.1% | 78.6%+18.5pp | 79.3%+17.9pp | 71.5%+25.7pp |
| Annual return | -16.80% | -10.01%-6.8pp | -14.97%-1.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,949 | $2,497+58.1% | $4,232-6.7% | $2,506+57.6% |
| Participant deferral / active EE | $7,218 | $4,490+60.8% | $5,602+28.8% | $4,310+67.5% |
| Admin fee / account holder | $521 | $162+221.3% | $10,323-95.0% | $188+177.3% |