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 BANK9 years Service code 15 · EIN 39-0720440 | Recordkeeping | $108,871 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,428 | $92,055-5.0% | $106,213-17.7% | $77,643+12.6% |
| Participation rate | 92.7% | 81.0%+11.7pp | 75.3%+17.4pp | 70.6%+22.1pp |
| Annual return | 13.35% | 17.91%-4.6pp | 116.14%-102.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,122 | $3,367-37.0% | $3,171-33.1% | $2,726-22.1% |
| Participant deferral / active EE | $5,708 | $5,386+6.0% | $5,016+13.8% | $4,647+22.8% |
| Admin fee / account holder | $267 | $219+21.8% | $11,033-97.6% | $430-38.0% |