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 BANK8+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $64,078 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,224 | $81,908-41.1% | $90,749-46.9% | $64,808-25.6% |
| Participation rate | 51.4% | 80.5%-29.0pp | 75.7%-24.3pp | 71.5%-20.0pp |
| Annual return | -16.34% | -12.53%-3.8pp | -12.16%-4.2pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,058 | $3,065-65.5% | $2,921-63.8% | $2,506-57.8% |
| Participant deferral / active EE | $1,910 | $4,840-60.5% | $4,564-58.2% | $4,310-55.7% |
| Admin fee / account holder | $171 | $157+8.7% | $8,445-98.0% | $188-9.0% |