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 BANK5+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $45,834 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,199 | $65,376+21.1% | $87,100-9.1% | $65,185+21.5% |
| Participation rate | 83.8% | 75.3%+8.4pp | 76.9%+6.9pp | 70.2%+13.6pp |
| Annual return | 22.25% | 31.27%-9.0pp | 28.19%-5.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $232 | $1,822-87.3% | $2,521-90.8% | $2,177-89.4% |
| Participant deferral / active EE | $1,938 | $3,388-42.8% | $4,049-52.1% | $3,514-44.9% |
| Admin fee / account holder | $286 | $520-44.9% | $7,497-96.2% | $847-66.2% |