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 BANK5+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $104,223 |
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 | $21,898 | $73,404-70.2% | $87,100-74.9% | $67,579-67.6% |
| Participation rate | 80.2% | 80.9%-0.6pp | 76.9%+3.4pp | 71.3%+9.0pp |
| Annual return | 25.48% | 48.29%-22.8pp | 28.19%-2.7pp | 378.56%-353.1pp |
| Employer contribution / active EE | $815 | $2,014-59.5% | $2,521-67.7% | $2,148-62.0% |
| Participant deferral / active EE | $1,574 | $3,913-59.8% | $4,049-61.1% | $3,539-55.5% |
| Admin fee / account holder | $169 | $142+19.1% | $7,497-97.8% | $142+18.5% |