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 BANK6+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $33,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,217 | $70,908-40.5% | $98,907-57.3% | $73,488-42.6% |
| Participation rate | 64.0% | 73.8%-9.8pp | 76.0%-12.0pp | 70.7%-6.7pp |
| Annual return | 14.24% | 34.17%-19.9pp | 196.43%-182.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $627 | $2,036-69.2% | $2,689-76.7% | $2,270-72.4% |
| Participant deferral / active EE | $2,144 | $3,500-38.7% | $4,244-49.5% | $3,740-42.7% |
| Admin fee / account holder | $234 | $535-56.3% | $6,642-96.5% | $513-54.4% |