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 BANK5+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $55,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,871 | $74,347-30.2% | $93,606-44.6% | $67,579-23.2% |
| Participation rate | 61.2% | 80.6%-19.4pp | 75.8%-14.6pp | 71.3%-10.1pp |
| Annual return | 22.05% | 28.07%-6.0pp | 32.76%-10.7pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,114 | $2,583-56.9% | $2,718-59.0% | $2,148-48.1% |
| Participant deferral / active EE | $1,799 | $4,060-55.7% | $4,069-55.8% | $3,539-49.2% |
| Admin fee / account holder | $165 | $123+34.4% | $7,888-97.9% | $142+15.9% |