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 |
|---|---|---|
JOHNSON BANK4+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $45,632 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,240 | $42,396+9.1% | $67,313-31.3% | $56,287-17.8% |
| Participation rate | 97.3% | 61.0%+36.3pp | 69.1%+28.2pp | 69.9%+27.4pp |
| Annual return | -5.02% | -36.63%+31.6pp | -4.08%-0.9pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,810 | $1,414+28.0% | $2,566-29.5% | $2,111-14.3% |
| Participant deferral / active EE | $4,732 | $2,360+100.5% | $3,568+32.6% | $3,350+41.3% |
| Admin fee / account holder | $170 | $510-66.6% | $4,507-96.2% | $521-67.3% |