See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WOODTRUST BANK7 years Service code 15 · EIN 39-0720440 | Recordkeeping | $153,416 |
CLIFTONLARSONALLEN LLP1 year Service code 27 · EIN 41-0746749 | Advisory (Plan) | $11,865 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,347 | $93,571+352.4% | $135,903+211.5% | $75,163+463.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.44% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $20,463 | $3,537+478.6% | $4,856+321.4% | $2,670+666.4% |
| Participant deferral / active EE | $9,216 | $6,404+43.9% | $7,758+18.8% | $4,125+123.4% |
| Admin fee / account holder | $1,344 | $6,975-80.7% | $10,762-87.5% | $5,651-76.2% |