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 10-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 BANK1 year Service code 15 · EIN 39-1141446 | Recordkeeping | $20,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,730 | $72,012-35.1% | $185,823-74.9% | $79,858-41.5% |
| Participation rate | 46.7% | 65.8%-19.0pp | 78.0%-31.3pp | 69.6%-22.9pp |
| Annual return | 16.56% | 23.12%-6.6pp | 35.95%-19.4pp | 31.71%-15.2pp |
| Employer contribution / active EE | $605 | $1,965-69.2% | $4,087-85.2% | $2,471-75.5% |
| Participant deferral / active EE | $1,749 | $3,779-53.7% | $5,632-68.9% | $3,740-53.2% |
| Admin fee / account holder | $309 | $4,513-93.2% | $9,500-96.7% | $5,306-94.2% |