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 | $57,011 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $16,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,694 | $88,890-59.8% | $102,423-65.2% | $77,643-54.0% |
| Participation rate | 48.4% | 80.9%-32.5pp | 76.5%-28.1pp | 70.6%-22.2pp |
| Annual return | 20.07% | 24.98%-4.9pp | 29.32%-9.3pp | 31.24%-11.2pp |
| Employer contribution / active EE | $1,283 | $2,698-52.4% | $3,023-57.5% | $2,726-52.9% |
| Participant deferral / active EE | $2,266 | $5,145-56.0% | $5,053-55.2% | $4,647-51.2% |
| Admin fee / account holder | $211 | $235-10.4% | $9,451-97.8% | $430-51.0% |