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 | $34,639 |
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 | $45,954 | $46,292-0.7% | $143,757-68.0% | $64,808-29.1% |
| Participation rate | 32.4% | 64.2%-31.9pp | 80.3%-47.9pp | 71.5%-39.1pp |
| Annual return | -16.55% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $670 | $1,910-64.9% | $4,951-86.5% | $2,506-73.3% |
| Participant deferral / active EE | $1,472 | $2,646-44.4% | $5,637-73.9% | $4,310-65.8% |
| Admin fee / account holder | $222 | $154+44.4% | $14,673-98.5% | $188+18.2% |