See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Service code 15 · EIN 39-1141446 | Recordkeeping | $38,246 |
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 | $116,108 | $93,182+24.6% | $146,665-20.8% | $79,386+46.3% |
| Participation rate | 86.9% | 76.4%+10.4pp | 80.1%+6.8pp | 70.7%+16.2pp |
| Annual return | 16.92% | 21.61%-4.7pp | 22.74%-5.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $2,202 | $2,420-9.0% | $4,136-46.8% | $2,427-9.3% |
| Participant deferral / active EE | $6,868 | $4,169+64.7% | $5,506+24.7% | $4,046+69.8% |
| Admin fee / account holder | $267 | $585-54.3% | $10,280-97.4% | $626-57.3% |