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 Service code 15 · EIN 39-0720440 | Recordkeeping | $53,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,777 | $54,573+4.0% | $90,951-37.6% | $73,488-22.7% |
| Participation rate | 80.6% | 61.2%+19.4pp | 69.0%+11.6pp | 70.7%+9.9pp |
| Annual return | 16.73% | 16.69%0pp | 134.60%-117.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,712 | $991+72.6% | $2,122-19.3% | $2,270-24.6% |
| Participant deferral / active EE | $4,012 | $2,517+59.4% | $3,373+18.9% | $3,740+7.3% |
| Admin fee / account holder | $256 | $521-51.0% | $5,959-95.7% | $513-50.2% |