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 15 · EIN 39-1141446 | Recordkeeping | $55,629 |
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 | $54,963 | $69,231-20.6% | $91,989-40.3% | $67,579-18.7% |
| Participation rate | 96.4% | 78.9%+17.5pp | 78.6%+17.8pp | 71.3%+25.1pp |
| Annual return | 24.05% | 32.03%-8.0pp | 69.02%-45.0pp | 378.56%-354.5pp |
| Employer contribution / active EE | $655 | $2,284-71.3% | $3,452-81.0% | $2,148-69.5% |
| Participant deferral / active EE | $3,216 | $5,854-45.1% | $5,923-45.7% | $3,539-9.1% |
| Admin fee / account holder | $184 | $107+71.6% | $7,743-97.6% | $142+29.6% |