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 BANK2 years Service code 15 · EIN 39-1141446 | Recordkeeping | $27,822 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,178 | $65,390-67.6% | $169,368-87.5% | $71,457-70.4% |
| Participation rate | 74.6% | 67.0%+7.6pp | 77.1%-2.6pp | 67.9%+6.6pp |
| Annual return | 23.88% | 21.31%+2.6pp | 405.60%-381.7pp | 28.85%-5.0pp |
| Employer contribution / active EE | $1,790 | $2,079-13.9% | $4,013-55.4% | $2,588-30.8% |
| Participant deferral / active EE | $2,816 | $4,367-35.5% | $6,221-54.7% | $4,289-34.3% |
| Admin fee / account holder | $132 | $1,324-90.0% | $9,003-98.5% | $1,587-91.7% |