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 BANK6+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $57,217 |
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 | $61,682 | $85,135-27.5% | $98,907-37.6% | $73,409-16.0% |
| Participation rate | 58.5% | 81.1%-22.6pp | 76.0%-17.5pp | 72.2%-13.7pp |
| Annual return | 13.88% | 19.14%-5.3pp | 196.43%-182.6pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,116 | $2,721-59.0% | $2,689-58.5% | $2,234-50.0% |
| Participant deferral / active EE | $1,920 | $4,349-55.9% | $4,244-54.8% | $3,805-49.5% |
| Admin fee / account holder | $173 | $139+24.5% | $6,642-97.4% | $158+9.8% |