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 BANK4 years Service code 21 · EIN 39-1141446 | Bank Trustee | $27,906 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,509 | $70,669-44.1% | $169,368-76.7% | $75,163-47.4% |
| Participation rate | 63.3% | 64.8%-1.5pp | 77.1%-13.8pp | 67.2%-3.9pp |
| Annual return | 7.87% | 36.36%-28.5pp | 405.60%-397.7pp | 160.62%-152.7pp |
| Employer contribution / active EE | $842 | $2,211-61.9% | $4,013-79.0% | $2,670-68.5% |
| Participant deferral / active EE | $2,716 | $4,311-37.0% | $6,221-56.3% | $4,125-34.2% |
| Admin fee / account holder | $372 | $5,402-93.1% | $9,003-95.9% | $5,651-93.4% |