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 | $31,359 |
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 | $54,247 | $56,485-4.0% | $185,823-70.8% | $86,799-37.5% |
| Participation rate | 30.2% | 65.5%-35.3pp | 81.7%-51.5pp | 72.3%-42.1pp |
| Annual return | 12.85% | 118.04%-105.2pp | 122.05%-109.2pp | 97.91%-85.1pp |
| Employer contribution / active EE | $507 | $1,843-72.5% | $5,167-90.2% | $2,405-78.9% |
| Participant deferral / active EE | $1,186 | $2,553-53.6% | $5,568-78.7% | $4,131-71.3% |
| Admin fee / account holder | $204 | $150+36.1% | $16,237-98.7% | $170+20.1% |