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 BANK7+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $0 |
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 | $59,545 | $93,131-36.1% | $106,548-44.1% | $86,799-31.4% |
| Participation rate | 48.1% | 81.4%-33.3pp | 76.1%-28.0pp | 72.3%-24.1pp |
| Annual return | 13.47% | 19.45%-6.0pp | 26.80%-13.3pp | 97.91%-84.4pp |
| Employer contribution / active EE | $945 | $2,895-67.4% | $2,819-66.5% | $2,405-60.7% |
| Participant deferral / active EE | $1,665 | $4,708-64.6% | $4,398-62.1% | $4,131-59.7% |
| Admin fee / account holder | $178 | $145+22.6% | $7,407-97.6% | $170+4.9% |