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 BANK9+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $137,439 |
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 | $22,718 | $99,078-77.1% | $96,544-76.5% | $74,419-69.5% |
| Participation rate | 88.6% | 80.7%+7.9pp | 76.0%+12.6pp | 70.7%+17.9pp |
| Annual return | 18.70% | 22.48%-3.8pp | 25.84%-7.1pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,171 | $2,570-54.5% | $2,965-60.5% | $2,637-55.6% |
| Participant deferral / active EE | $2,070 | $4,933-58.0% | $4,851-57.3% | $4,528-54.3% |
| Admin fee / account holder | $165 | $225-26.5% | $8,252-98.0% | $348-52.5% |