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 | $63,174 |
Annual investment return 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 | $67,189 | $73,638-8.8% | $108,410-38.0% | $79,386-15.4% |
| Participation rate | 95.8% | 77.4%+18.5pp | 80.1%+15.7pp | 70.7%+25.1pp |
| Annual return | 13.28% | 33.27%-20.0pp | 905.27%-892.0pp | 116.85%-103.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,850 | $6,218-38.1% | $6,563-41.3% | $4,046-4.8% |
| Admin fee / account holder | $226 | $638-64.5% | $7,295-96.9% | $626-63.9% |