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 BANK1 year Service code 15 · EIN 39-1141446 | Recordkeeping | $34,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $100,911 | $52,953+90.6% | $172,739-41.6% | $65,185+54.8% |
| Participation rate | 54.2% | 66.2%-12.0pp | 82.6%-28.4pp | 70.2%-16.0pp |
| Annual return | 31.97% | 30.12%+1.8pp | 802.84%-770.9pp | 29.38%+2.6pp |
| Employer contribution / active EE | $1,857 | $2,190-15.2% | $5,143-63.9% | $2,177-14.7% |
| Participant deferral / active EE | $3,767 | $2,471+52.5% | $5,198-27.5% | $3,514+7.2% |
| Admin fee / account holder | $423 | $472-10.4% | $13,954-97.0% | $847-50.1% |