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 Service code 15 · EIN 39-0720440 | Recordkeeping | $83,111 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,888 | $69,305-72.7% | $82,313-77.1% | $69,631-72.9% |
| Participation rate | 77.0% | 80.3%-3.3pp | 76.9%+0.1pp | 70.7%+6.3pp |
| Annual return | 16.18% | 21.47%-5.3pp | 25.88%-9.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $708 | $1,887-62.5% | $2,428-70.8% | $2,032-65.1% |
| Participant deferral / active EE | $1,406 | $3,568-60.6% | $3,706-62.1% | $3,224-56.4% |
| Admin fee / account holder | $151 | $97+55.8% | $5,608-97.3% | $110+37.1% |