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 | $34,579 |
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 | $69,611 | $50,815+37.0% | $155,509-55.2% | $77,643-10.3% |
| Participation rate | 27.2% | 63.1%-35.9pp | 78.2%-51.0pp | 70.6%-43.4pp |
| Annual return | 13.90% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $624 | $1,993-68.7% | $4,672-86.6% | $2,726-77.1% |
| Participant deferral / active EE | $1,529 | $2,822-45.8% | $5,626-72.8% | $4,647-67.1% |
| Admin fee / account holder | $258 | $437-40.9% | $15,912-98.4% | $430-40.0% |