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 BANK1 year Service code 15 · EIN 39-1141446 | Recordkeeping | $24,332 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,655 | $59,159-70.2% | $159,960-89.0% | $66,914-73.6% |
| Participation rate | 91.1% | 68.1%+23.0pp | 78.0%+13.2pp | 69.8%+21.3pp |
| Annual return | -18.82% | -12.26%-6.6pp | 408.60%-427.4pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,283 | $1,983+15.1% | $4,226-46.0% | $2,544-10.3% |
| Participant deferral / active EE | $3,867 | $4,395-12.0% | $6,182-37.5% | $4,237-8.7% |
| Admin fee / account holder | $149 | $591-74.7% | $8,698-98.3% | $593-74.8% |