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 BANK8+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $35,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,974 | $72,607-51.8% | $90,749-61.5% | $66,914-47.7% |
| Participation rate | 59.3% | 73.7%-14.4pp | 75.7%-16.4pp | 69.8%-10.5pp |
| Annual return | -14.67% | -12.28%-2.4pp | -12.16%-2.5pp | 1.58%-16.3pp |
| Employer contribution / active EE | $792 | $2,369-66.6% | $2,921-72.9% | $2,544-68.9% |
| Participant deferral / active EE | $2,464 | $3,977-38.0% | $4,564-46.0% | $4,237-41.8% |
| Admin fee / account holder | $232 | $707-67.2% | $8,445-97.3% | $593-60.9% |