See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK7+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $30,853 |
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 | $43,099 | $86,655-50.3% | $119,609-64.0% | $66,914-35.6% |
| Participation rate | 47.6% | 75.6%-27.9pp | 79.3%-31.6pp | 69.8%-22.2pp |
| Annual return | -16.71% | -8.00%-8.7pp | -14.97%-1.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $956 | $2,536-62.3% | $4,232-77.4% | $2,544-62.4% |
| Participant deferral / active EE | $2,342 | $4,358-46.3% | $5,602-58.2% | $4,237-44.7% |
| Admin fee / account holder | $253 | $755-66.5% | $10,323-97.6% | $593-57.4% |