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 BANK7+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $108,477 | $84,936+27.7% | $111,297-2.5% | $79,386+36.6% |
| Participation rate | 53.2% | 75.9%-22.7pp | 77.3%-24.1pp | 70.7%-17.5pp |
| Annual return | 15.54% | 17.45%-1.9pp | 54.65%-39.1pp | 116.85%-101.3pp |
| Employer contribution / active EE | $206 | $1,979-89.6% | $2,731-92.4% | $2,427-91.5% |
| Participant deferral / active EE | $2,085 | $3,888-46.4% | $4,487-53.5% | $4,046-48.5% |
| Admin fee / account holder | $375 | $537-30.1% | $7,964-95.3% | $626-40.1% |