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 |
|---|---|---|
GEORGE JOHNSON & COMPANY4+ years Filed as: GEORGE MCKELVEY CO., INC. Service code 27 529 WASHINGTON BLVD. · SEA GIRT, NJ 08750 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,103 | $47,977+521.3% | $154,107+93.4% | $56,287+429.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.60% | 3.54%-10.1pp | 735.12%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $9,822 | $2,169+352.9% | $5,298+85.4% | $2,111+365.3% |
| Participant deferral / active EE | $5,083 | $2,392+112.5% | $5,0810% | $3,350+51.7% |
| Admin fee / account holder | $1,290 | $438+194.3% | $13,411-90.4% | $521+147.6% |