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 & COMPANY9+ 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 | $311,068 | $61,272+407.7% | $149,673+107.8% | $71,457+335.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.72% | 35.85%-22.1pp | 134.42%-120.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $10,876 | $2,378+357.3% | $4,818+125.8% | $2,588+320.3% |
| Participant deferral / active EE | $6,911 | $2,917+136.9% | $5,680+21.7% | $4,289+61.1% |
| Admin fee / account holder | $1,292 | $1,261+2.4% | $13,210-90.2% | $1,587-18.6% |