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 BANK2+ years Filed as: WOODTRUST BANK, N.A. Service code 15 · EIN 39-0720440 | Recordkeeping | $22,535 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,383 | $43,423-43.8% | $78,689-69.0% | $55,167-55.8% |
| Participation rate | 88.1% | 68.0%+20.0pp | 73.6%+14.5pp | 69.0%+19.1pp |
| Annual return | 7.92% | 11.53%-3.6pp | 62.18%-54.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $630 | $1,997-68.4% | $2,851-77.9% | $1,963-67.9% |
| Participant deferral / active EE | $968 | $2,509-61.4% | $3,517-72.5% | $3,054-68.3% |
| Admin fee / account holder | $144 | $416-65.3% | $4,510-96.8% | $504-71.3% |