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 21 · EIN 39-1141446 | Bank Trustee | $29,080 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,569 | $65,061-17.7% | $143,757-62.7% | $66,914-19.9% |
| Participation rate | 93.6% | 65.2%+28.4pp | 80.3%+13.3pp | 69.8%+23.8pp |
| Annual return | -15.95% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,890 | $2,361-19.9% | $4,951-61.8% | $2,544-25.7% |
| Participant deferral / active EE | $4,620 | $2,919+58.3% | $5,637-18.0% | $4,237+9.0% |
| Admin fee / account holder | $224 | $502-55.4% | $14,673-98.5% | $593-62.3% |