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 BANK4 years Service code 15 · EIN 39-1141446 | Recordkeeping | $54,364 |
Annual investment return 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 | $50,158 | $66,813-24.9% | $100,516-50.1% | $73,488-31.7% |
| Participation rate | 96.2% | 77.5%+18.7pp | 79.4%+16.8pp | 70.7%+25.5pp |
| Annual return | 13.17% | 25.70%-12.5pp | 30.89%-17.7pp | 28.51%-15.3pp |
| Employer contribution / active EE | $368 | $2,147-82.9% | $3,418-89.2% | $2,270-83.8% |
| Participant deferral / active EE | $3,231 | $5,883-45.1% | $6,270-48.5% | $3,740-13.6% |
| Admin fee / account holder | $159 | $512-68.9% | $8,081-98.0% | $513-68.9% |