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 BANK10+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $74,035 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,343 | $92,055-20.3% | $106,213-30.9% | $77,643-5.5% |
| Participation rate | 49.2% | 81.0%-31.8pp | 75.3%-26.1pp | 70.6%-21.4pp |
| Annual return | 13.26% | 17.91%-4.6pp | 116.14%-102.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,129 | $3,367-66.5% | $3,171-64.4% | $2,726-58.6% |
| Participant deferral / active EE | $2,008 | $5,386-62.7% | $5,016-60.0% | $4,647-56.8% |
| Admin fee / account holder | $228 | $219+4.0% | $11,033-97.9% | $430-47.1% |