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 BANK6+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $20,725 |
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 | $30,788 | $61,156-49.7% | $185,823-83.4% | $79,386-61.2% |
| Participation rate | 46.6% | 66.6%-20.1pp | 81.7%-35.1pp | 70.7%-24.2pp |
| Annual return | 30.02% | 19.45%+10.6pp | 122.05%-92.0pp | 116.85%-86.8pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,958 | $2,789-29.8% | $5,568-64.8% | $4,046-51.6% |
| Admin fee / account holder | $223 | $710-68.6% | $16,237-98.6% | $626-64.4% |