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 BANK6 years Service code 15 · EIN 39-1141446 | Recordkeeping | $56,502 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,597 | $58,320-18.4% | $86,436-44.9% | $66,914-28.9% |
| Participation rate | 96.8% | 78.6%+18.2pp | 80.3%+16.5pp | 69.8%+27.0pp |
| Annual return | -16.83% | -9.71%-7.1pp | 4394.89%-4411.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $722 | $2,615-72.4% | $3,769-80.8% | $2,544-71.6% |
| Participant deferral / active EE | $4,121 | $6,899-40.3% | $6,952-40.7% | $4,237-2.7% |
| Admin fee / account holder | $179 | $546-67.2% | $6,731-97.3% | $593-69.9% |