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 BANK9+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $49,346 |
SIKICH LLP1 year Filed as: SIKICH CPA Service code 10 · EIN 54-1172176 | Accounting | $13,000 |
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 | $73,845 | $101,317-27.1% | $146,958-49.8% | $74,495-0.9% |
| Participation rate | 84.4% | 75.5%+8.9pp | 82.2%+2.3pp | 67.2%+17.2pp |
| Annual return | 11.57% | 8730.91%-8719.3pp | 418.34%-406.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,113 | $3,810-70.8% | $4,933-77.4% | $2,623-57.6% |
| Participant deferral / active EE | $4,884 | $7,303-33.1% | $8,070-39.5% | $4,346+12.4% |
| Admin fee / account holder | $371 | $1,739-78.7% | $12,998-97.1% | $1,942-80.9% |