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 BANK7 years Service code 15 · EIN 39-1141446 | Recordkeeping | $61,331 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,110 | $69,477-6.3% | $94,646-31.2% | $71,457-8.9% |
| Participation rate | 96.8% | 78.4%+18.3pp | 80.8%+15.9pp | 67.9%+28.8pp |
| Annual return | 19.66% | 29.66%-10.0pp | 156.71%-137.0pp | 28.85%-9.2pp |
| Employer contribution / active EE | $817 | $2,853-71.4% | $3,672-77.8% | $2,588-68.4% |
| Participant deferral / active EE | $4,422 | $7,345-39.8% | $7,418-40.4% | $4,289+3.1% |
| Admin fee / account holder | $221 | $1,210-81.7% | $7,231-96.9% | $1,587-86.1% |