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 BANK5 years Service code 15 · EIN 39-1141446 | Recordkeeping | $31,370 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $12,008 | $65,435-81.6% | $86,677-86.1% | $66,914-82.1% |
| Participation rate | 88.9% | 75.5%+13.4pp | 76.6%+12.3pp | 69.8%+19.1pp |
| Annual return | -20.28% | -10.89%-9.4pp | 35.91%-56.2pp | 1.58%-21.9pp |
| Employer contribution / active EE | $1,663 | $2,153-22.8% | $2,836-41.4% | $2,544-34.6% |
| Participant deferral / active EE | $2,566 | $4,100-37.4% | $4,656-44.9% | $4,237-39.4% |
| Admin fee / account holder | $128 | $642-80.0% | $7,493-98.3% | $593-78.4% |