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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK4+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $25,884 |
Filed as: REILLY PENNER & BENTON LLP Service code 10 · EIN 39-0747409 | Accounting | $6,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,808 | $86,332-51.6% | $125,175-66.6% | $65,185-35.9% |
| Participation rate | 49.7% | 75.3%-25.6pp | 79.8%-30.1pp | 70.2%-20.5pp |
| Annual return | 20.54% | 27.43%-6.9pp | 43.79%-23.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $846 | $2,040-58.5% | $3,865-78.1% | $2,177-61.1% |
| Participant deferral / active EE | $1,711 | $3,537-51.6% | $4,937-65.3% | $3,514-51.3% |
| Admin fee / account holder | $326 | $609-46.5% | $9,702-96.6% | $847-61.5% |