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 & COMPANY6+ 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 | $387,871 | $58,879+558.8% | $178,490+117.3% | $73,488+427.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.73% | 24.86%-7.1pp | 151.07%-133.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $9,814 | $2,236+338.9% | $5,011+95.9% | $2,270+332.3% |
| Participant deferral / active EE | $5,829 | $2,567+127.1% | $5,202+12.1% | $3,740+55.9% |
| Admin fee / account holder | $1,364 | $400+240.8% | $13,984-90.2% | $513+165.9% |