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+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $51,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,000 | $62,324-47.1% | $68,509-51.8% | $55,191-40.2% |
| Participation rate | 69.3% | 78.9%-9.6pp | 74.7%-5.4pp | 69.2%+0.1pp |
| Annual return | -0.16% | 4.26%-4.4pp | 8.27%-8.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,187 | $2,223-46.6% | $2,278-47.9% | $1,899-37.5% |
| Participant deferral / active EE | $2,093 | $3,425-38.9% | $3,382-38.1% | $3,046-31.3% |
| Admin fee / account holder | $153 | $91+67.4% | $5,275-97.1% | $91+68.5% |