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 9-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 | $48,577 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $7,700 |
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 | $65,787 | $89,652-26.6% | $141,162-53.4% | $65,185+0.9% |
| Participation rate | 78.3% | 74.7%+3.6pp | 82.5%-4.2pp | 70.2%+8.1pp |
| Annual return | 21.93% | 32.79%-10.9pp | 71.39%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,105 | $3,065-63.9% | $4,735-76.7% | $2,177-49.2% |
| Participant deferral / active EE | $3,950 | $5,691-30.6% | $6,709-41.1% | $3,514+12.4% |
| Admin fee / account holder | $306 | $569-46.2% | $10,261-97.0% | $847-63.9% |