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 BANK3 years Service code 15 · EIN 39-1141446 | Recordkeeping | $38,114 |
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 | $23,401 | $73,360-68.1% | $177,989-86.9% | $74,495-68.6% |
| Participation rate | 94.6% | 66.6%+28.0pp | 77.1%+17.5pp | 67.2%+27.4pp |
| Annual return | 13.01% | 17.49%-4.5pp | 294.48%-281.5pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,530 | $2,216+14.1% | $3,949-35.9% | $2,623-3.5% |
| Participant deferral / active EE | $4,071 | $4,513-9.8% | $6,276-35.1% | $4,346-6.3% |
| Admin fee / account holder | $164 | $1,808-91.0% | $10,363-98.4% | $1,942-91.6% |