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 & COMPANY5+ 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 | $359,558 | $52,953+579.0% | $172,739+108.2% | $65,185+451.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.38% | 30.12%-6.7pp | 802.84%-779.5pp | 29.38%-6.0pp |
| Employer contribution / active EE | $9,634 | $2,190+340.0% | $5,143+87.3% | $2,177+342.6% |
| Participant deferral / active EE | $5,680 | $2,471+129.9% | $5,198+9.3% | $3,514+61.7% |
| Admin fee / account holder | $1,273 | $472+169.8% | $13,954-90.9% | $847+50.3% |