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 BANK7 years Service code 15 · EIN 39-0720440 | Recordkeeping | $174,408 |
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 | $124,858 | $91,372+36.6% | $129,995-4.0% | $74,419+67.8% |
| Participation rate | 96.2% | 77.8%+18.4pp | 78.5%+17.7pp | 70.7%+25.4pp |
| Annual return | 18.33% | 23.21%-4.9pp | -137.18%+155.5pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,146 | $2,563+61.8% | $4,320-4.0% | $2,637+57.2% |
| Participant deferral / active EE | $8,196 | $4,721+73.6% | $5,820+40.8% | $4,528+81.0% |
| Admin fee / account holder | $516 | $283+82.1% | $10,614-95.1% | $348+48.3% |