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+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $22,231 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,041 | $46,360-63.2% | $147,614-88.5% | $52,331-67.4% |
| Participation rate | 82.2% | 64.9%+17.2pp | 84.6%-2.5pp | 68.1%+14.1pp |
| Annual return | 1.82% | 1.62%+0.2pp | 61.98%-60.2pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,018 | $2,126-52.1% | $5,564-81.7% | $1,882-45.9% |
| Participant deferral / active EE | $1,046 | $2,258-53.7% | $4,895-78.6% | $3,022-65.4% |
| Admin fee / account holder | $142 | $766-81.5% | $11,611-98.8% | $592-76.1% |