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 BANK4+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $55,003 |
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 | $44,429 | $65,223-31.9% | $80,019-44.5% | $55,725-20.3% |
| Participation rate | 61.8% | 80.6%-18.7pp | 75.8%-14.0pp | 70.9%-9.0pp |
| Annual return | -4.63% | 7.59%-12.2pp | 11.22%-15.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,193 | $2,544-53.1% | $2,468-51.7% | $2,078-42.6% |
| Participant deferral / active EE | $1,994 | $3,881-48.6% | $3,686-45.9% | $3,356-40.6% |
| Admin fee / account holder | $169 | $114+47.7% | $6,521-97.4% | $115+46.5% |