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 BANK4+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $32,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,730 | $58,083-43.6% | $80,019-59.1% | $56,287-41.9% |
| Participation rate | 69.3% | 73.6%-4.3pp | 75.8%-6.6pp | 69.9%-0.6pp |
| Annual return | -6.40% | 34.61%-41.0pp | 11.22%-17.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $568 | $1,932-70.6% | $2,468-77.0% | $2,111-73.1% |
| Participant deferral / active EE | $1,802 | $3,135-42.5% | $3,686-51.1% | $3,350-46.2% |
| Admin fee / account holder | $232 | $623-62.8% | $6,521-96.4% | $521-55.5% |