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 Service code 15 · EIN 39-1141446 | Recordkeeping | $49,192 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $166,776 | $72,277+130.7% | $101,248+64.7% | $79,858+108.8% |
| Participation rate | 97.3% | 68.5%+28.9pp | 75.8%+21.5pp | 69.6%+27.7pp |
| Annual return | 17.49% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $12,059 | $2,692+348.0% | $3,660+229.5% | $2,471+388.1% |
| Participant deferral / active EE | $6,992 | $3,282+113.1% | $4,370+60.0% | $3,740+87.0% |
| Admin fee / account holder | $460 | $4,400-89.6% | $5,945-92.3% | $5,306-91.3% |