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 BANK1 year Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $47,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,186 | $65,365+97.6% | $92,893+39.1% | $72,985+77.0% |
| Participation rate | 88.8% | 68.3%+20.5pp | 76.0%+12.8pp | 69.5%+19.3pp |
| Annual return | 14.92% | 42.10%-27.2pp | 109.41%-94.5pp | 81.00%-66.1pp |
| Employer contribution / active EE | $13,103 | $2,594+405.1% | $3,653+258.7% | $2,440+437.1% |
| Participant deferral / active EE | $5,965 | $3,128+90.7% | $4,236+40.8% | $3,607+65.4% |
| Admin fee / account holder | $419 | $4,251-90.1% | $5,794-92.8% | $5,124-91.8% |