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 BANK8 years Service code 15 · EIN 39-1141446 | Recordkeeping | $61,852 |
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 | $64,364 | $79,013-18.5% | $100,391-35.9% | $74,495-13.6% |
| Participation rate | 97.5% | 79.5%+18.0pp | 81.5%+16.0pp | 67.2%+30.3pp |
| Annual return | 12.02% | 20.41%-8.4pp | 49.20%-37.2pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $921 | $3,021-69.5% | $3,942-76.6% | $2,623-64.9% |
| Participant deferral / active EE | $4,531 | $7,760-41.6% | $8,082-43.9% | $4,346+4.3% |
| Admin fee / account holder | $225 | $1,320-83.0% | $7,899-97.2% | $1,942-88.4% |