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 15 · EIN 39-1141446 | Recordkeeping | $20,623 |
Filed as: REILLY, PENNER & BENTON, LLP Service code 10 · EIN 39-0747409 | Accounting | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,131 | $71,192-43.6% | $117,854-65.9% | $62,292-35.6% |
| Participation rate | 53.2% | 74.2%-21.1pp | 79.7%-26.5pp | 69.5%-16.4pp |
| Annual return | 16.04% | 18.66%-2.6pp | 335.08%-319.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $898 | $1,934-53.5% | $3,786-76.3% | $2,042-56.0% |
| Participant deferral / active EE | $1,402 | $3,189-56.0% | $4,482-68.7% | $3,169-55.7% |
| Admin fee / account holder | $348 | $587-40.8% | $8,020-95.7% | $479-27.4% |