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 BANK7 years Service code 15 · EIN 39-1141446 | Recordkeeping | $42,982 |
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 | $23,365 | $79,171-70.5% | $102,423-77.2% | $74,495-68.6% |
| Participation rate | 91.0% | 74.8%+16.2pp | 76.5%+14.5pp | 67.2%+23.8pp |
| Annual return | 12.00% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,928 | $2,362-18.4% | $3,023-36.2% | $2,623-26.5% |
| Participant deferral / active EE | $3,436 | $4,415-22.2% | $5,053-32.0% | $4,346-20.9% |
| Admin fee / account holder | $190 | $2,001-90.5% | $9,451-98.0% | $1,942-90.2% |