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 BANK4+ years Filed as: WOODTRUST BANK, N.A. Service code 15 · EIN 39-0720440 | Recordkeeping | $36,434 |
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 | $29,712 | $44,873-33.8% | $79,464-62.6% | $56,287-47.2% |
| Participation rate | 89.9% | 68.7%+21.1pp | 73.3%+16.5pp | 69.9%+20.0pp |
| Annual return | -6.21% | 0.81%-7.0pp | 718.14%-724.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $706 | $2,140-67.0% | $2,800-74.8% | $2,111-66.6% |
| Participant deferral / active EE | $1,130 | $2,746-58.9% | $3,704-69.5% | $3,350-66.3% |
| Admin fee / account holder | $221 | $418-47.2% | $5,113-95.7% | $521-57.6% |