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 BANK6+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $54,889 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $1,050 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,351 | $104,475-32.7% | $159,436-55.9% | $79,386-11.4% |
| Participation rate | 82.5% | 76.6%+5.9pp | 82.8%-0.4pp | 70.7%+11.8pp |
| Annual return | 13.60% | 67.95%-54.3pp | 263.57%-250.0pp | 116.85%-103.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,517 | $6,467-45.6% | $7,352-52.2% | $4,046-13.1% |
| Admin fee / account holder | $308 | $711-56.7% | $10,799-97.1% | $626-50.8% |