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 BANK7+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $47,096 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $4,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,718 | $84,487-32.9% | $125,339-54.7% | $66,914-15.2% |
| Participation rate | 83.8% | 76.4%+7.3pp | 82.4%+1.4pp | 69.8%+13.9pp |
| Annual return | -16.18% | -8.39%-7.8pp | 572.05%-588.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,955 | $6,781-41.7% | $7,446-46.9% | $4,237-6.6% |
| Admin fee / account holder | $272 | $685-60.2% | $10,010-97.3% | $593-54.1% |