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 year Service code 15 · EIN 39-1141446 | Recordkeeping | $23,949 |
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 | $77,001 | $70,428+9.3% | $96,562-20.3% | $85,850-10.3% |
| Participation rate | 48.4% | 61.8%-13.5pp | 69.8%-21.5pp | 69.3%-21.0pp |
| Annual return | 11.46% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,246 | $2,894-22.4% | $3,849-41.6% | $3,952-43.2% |
| Admin fee / account holder | $368 | $4,997-92.6% | $6,181-94.0% | $6,260-94.1% |