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 BANK9+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $25,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,026 | $55,415-42.2% | $155,509-79.4% | $74,495-57.0% |
| Participation rate | 55.2% | 61.9%-6.7pp | 78.2%-23.0pp | 67.2%-12.0pp |
| Annual return | 17.19% | 268.50%-251.3pp | 64.67%-47.5pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,576 | $2,836-9.2% | $5,626-54.2% | $4,346-40.7% |
| Admin fee / account holder | $218 | $1,738-87.4% | $15,912-98.6% | $1,942-88.8% |