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 8-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 | $13,586 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,303 | $65,376-88.8% | $87,100-91.6% | $65,185-88.8% |
| Participation rate | 81.6% | 75.3%+6.3pp | 76.9%+4.7pp | 70.2%+11.4pp |
| Annual return | 30.37% | 31.27%-0.9pp | 28.19%+2.2pp | 29.38%+1.0pp |
| Employer contribution / active EE | $917 | $1,822-49.7% | $2,521-63.6% | $2,177-57.9% |
| Participant deferral / active EE | $2,354 | $3,388-30.5% | $4,049-41.9% | $3,514-33.0% |
| Admin fee / account holder | $85 | $520-83.7% | $7,497-98.9% | $847-90.0% |