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 BANK10+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $40,231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,381 | $78,485-23.1% | $106,213-43.2% | $74,495-18.9% |
| Participation rate | 55.0% | 72.8%-17.8pp | 75.3%-20.3pp | 67.2%-12.2pp |
| Annual return | 12.74% | 15.95%-3.2pp | 116.14%-103.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,160 | $2,523-54.0% | $3,171-63.4% | $2,623-55.8% |
| Participant deferral / active EE | $2,978 | $4,322-31.1% | $5,016-40.6% | $4,346-31.5% |
| Admin fee / account holder | $307 | $2,232-86.2% | $11,033-97.2% | $1,942-84.2% |