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 BANK3 years Service code 21 · EIN 39-1141446 | Bank Trustee | $53,481 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,437 | $64,707+120.1% | $112,228+26.9% | $68,494+108.0% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -12.73% | -11.40%-1.3pp | 27.45%-40.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $13,812 | $2,746+403.0% | $3,635+280.0% | $2,596+432.0% |
| Participant deferral / active EE | $5,719 | $3,565+60.4% | $4,728+21.0% | $4,027+42.0% |
| Admin fee / account holder | $478 | $5,232-90.9% | $6,410-92.6% | $5,403-91.2% |