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 BANK2 years Service code 21 · EIN 39-1141446 | Bank Trustee | $22,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,851 | $59,805-16.6% | $79,550-37.3% | $68,494-27.2% |
| Participation rate | 62.8% | 61.1%+1.7pp | 69.5%-6.7pp | 67.9%-5.1pp |
| Annual return | -18.54% | -12.30%-6.2pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $639 | $1,505-57.6% | $2,413-73.5% | $2,596-75.4% |
| Participant deferral / active EE | $3,276 | $3,024+8.3% | $3,985-17.8% | $4,027-18.7% |
| Admin fee / account holder | $251 | $4,835-94.8% | $6,832-96.3% | $5,403-95.3% |