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 BANK9+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $36,958 |
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 | $49,472 | $71,516-30.8% | $98,439-49.7% | $71,457-30.8% |
| Participation rate | 59.1% | 72.7%-13.6pp | 75.2%-16.1pp | 67.9%-8.8pp |
| Annual return | 21.23% | 32.41%-11.2pp | 21.16%+0.1pp | 28.85%-7.6pp |
| Employer contribution / active EE | $1,837 | $2,399-23.4% | $3,048-39.7% | $2,588-29.0% |
| Participant deferral / active EE | $2,898 | $4,109-29.5% | $4,738-38.8% | $4,289-32.4% |
| Admin fee / account holder | $274 | $1,675-83.7% | $8,948-96.9% | $1,587-82.8% |