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 BANK8+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $126,707 |
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.
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 | $17,876 | $72,254-75.3% | $86,677-79.4% | $64,808-72.4% |
| Participation rate | 86.8% | 80.4%+6.4pp | 76.6%+10.2pp | 71.5%+15.3pp |
| Annual return | -16.48% | 392.42%-408.9pp | 35.91%-52.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,211 | $2,393-49.4% | $2,836-57.3% | $2,506-51.7% |
| Participant deferral / active EE | $1,951 | $4,658-58.1% | $4,656-58.1% | $4,310-54.7% |
| Admin fee / account holder | $149 | $174-14.1% | $7,493-98.0% | $188-20.5% |