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 BANK3 years Service code 21 · EIN 39-1141446 | Bank Trustee | $66,755 |
Filed as: NATIONAL ADMINISTRATION INC Service code 13 · EIN 39-1967492 | Contract Administrator | $0 |
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 | $40,796 | $65,435-37.7% | $86,677-52.9% | $66,914-39.0% |
| Participation rate | 97.3% | 75.5%+21.8pp | 76.6%+20.7pp | 69.8%+27.5pp |
| Annual return | -16.88% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $358 | $2,153-83.4% | $2,836-87.4% | $2,544-85.9% |
| Participant deferral / active EE | $5,054 | $4,100+23.3% | $4,656+8.6% | $4,237+19.3% |
| Admin fee / account holder | $228 | $642-64.5% | $7,493-97.0% | $593-61.6% |