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 BANK8+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $48,460 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $17,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $69,097 | $91,407-24.4% | $135,903-49.2% | $71,457-3.3% |
| Participation rate | 83.0% | 75.7%+7.3pp | 81.9%+1.1pp | 67.9%+15.1pp |
| Annual return | 15.36% | 29.90%-14.5pp | 68.23%-52.9pp | 28.85%-13.5pp |
| Employer contribution / active EE | $535 | $3,703-85.6% | $4,856-89.0% | $2,588-79.3% |
| Participant deferral / active EE | $4,410 | $7,092-37.8% | $7,758-43.2% | $4,289+2.8% |
| Admin fee / account holder | $378 | $1,266-70.2% | $10,762-96.5% | $1,587-76.2% |