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 | $35,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,259 | $79,428-46.8% | $106,548-60.3% | $79,386-46.8% |
| Participation rate | 59.9% | 74.1%-14.2pp | 76.1%-16.2pp | 70.7%-10.8pp |
| Annual return | 12.11% | 18.27%-6.2pp | 26.80%-14.7pp | 116.85%-104.7pp |
| Employer contribution / active EE | $8 | $2,234-99.6% | $2,819-99.7% | $2,427-99.7% |
| Participant deferral / active EE | $2,133 | $3,823-44.2% | $4,398-51.5% | $4,046-47.3% |
| Admin fee / account holder | $238 | $523-54.6% | $7,407-96.8% | $626-62.1% |