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 BANK3+ years Filed as: WOODTRUST BANK, N.A. Service code 15 · EIN 39-0720440 | Recordkeeping | $28,225 |
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 | $28,417 | $50,637-43.9% | $86,590-67.2% | $62,292-54.4% |
| Participation rate | 88.0% | 67.9%+20.1pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 38.20% | 20.80%+17.4pp | 964.84%-926.6pp | 28.90%+9.3pp |
| Employer contribution / active EE | $659 | $2,075-68.2% | $2,839-76.8% | $2,042-67.7% |
| Participant deferral / active EE | $985 | $2,611-62.3% | $3,609-72.7% | $3,169-68.9% |
| Admin fee / account holder | $153 | $413-62.9% | $4,906-96.9% | $479-68.0% |