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 BANK8+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $22,459 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,553 | $61,272-59.9% | $149,673-83.6% | $71,457-65.6% |
| Participation rate | 58.9% | 62.5%-3.6pp | 78.8%-19.9pp | 67.9%-9.0pp |
| Annual return | 14.76% | 35.85%-21.1pp | 134.42%-119.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,467 | $2,917-15.4% | $5,680-56.6% | $4,289-42.5% |
| Admin fee / account holder | $178 | $1,261-85.9% | $13,210-98.7% | $1,587-88.8% |