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 BANK2 years Service code 15 · EIN 39-1141446 | Recordkeeping | $43,072 |
Service code 15 · EIN 42-0223620 | Recordkeeping | $2,780 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,449 | $58,879+16.3% | $178,490-61.7% | $73,488-6.9% |
| Participation rate | 47.9% | 66.2%-18.3pp | 81.9%-34.0pp | 70.7%-22.7pp |
| Annual return | 11.41% | 24.86%-13.4pp | 151.07%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,826 | $2,236-18.4% | $5,011-63.6% | $2,270-19.6% |
| Participant deferral / active EE | $3,470 | $2,567+35.2% | $5,202-33.3% | $3,740-7.2% |
| Admin fee / account holder | $413 | $400+3.2% | $13,984-97.0% | $513-19.5% |