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 15 · EIN 39-1141446 | Recordkeeping | $47,427 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,681 | $59,186+5.9% | $76,768-18.4% | $56,287+11.4% |
| Participation rate | 92.1% | 75.2%+16.9pp | 77.0%+15.2pp | 69.9%+22.3pp |
| Annual return | -6.30% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $233 | $1,759-86.8% | $2,485-90.6% | $2,111-89.0% |
| Participant deferral / active EE | $1,904 | $3,255-41.5% | $3,852-50.6% | $3,350-43.1% |
| Admin fee / account holder | $259 | $489-47.0% | $6,675-96.1% | $521-50.3% |