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 | $27,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,735 | $52,293-8.7% | $178,490-73.3% | $73,409-35.0% |
| Participation rate | 37.1% | 65.3%-28.2pp | 81.9%-44.8pp | 72.2%-35.1pp |
| Annual return | 14.33% | 34.75%-20.4pp | 151.07%-136.7pp | 59.29%-45.0pp |
| Employer contribution / active EE | $636 | $1,735-63.4% | $5,011-87.3% | $2,234-71.5% |
| Participant deferral / active EE | $1,448 | $2,332-37.9% | $5,202-72.2% | $3,805-61.9% |
| Admin fee / account holder | $178 | $127+39.7% | $13,984-98.7% | $158+12.7% |