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 21 · EIN 39-1141446 | Bank Trustee | $25,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,922 | $69,010-42.2% | $159,960-75.0% | $68,494-41.7% |
| Participation rate | 65.9% | 65.4%+0.5pp | 78.0%-12.1pp | 67.9%-2.0pp |
| Annual return | -12.95% | -9.65%-3.3pp | 408.60%-421.6pp | -7.84%-5.1pp |
| Employer contribution / active EE | $830 | $2,213-62.5% | $4,226-80.4% | $2,596-68.0% |
| Participant deferral / active EE | $2,556 | $4,212-39.3% | $6,182-58.7% | $4,027-36.5% |
| Admin fee / account holder | $311 | $4,798-93.5% | $8,698-96.4% | $5,403-94.2% |