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 BANK5+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $46,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,299 | $40,174+0.3% | $84,015-52.0% | $67,579-40.4% |
| Participation rate | 66.3% | 62.7%+3.7pp | 69.0%-2.7pp | 71.3%-4.9pp |
| Annual return | 21.68% | 25.82%-4.1pp | 71.31%-49.6pp | 378.56%-356.9pp |
| Employer contribution / active EE | $639 | $808-20.8% | $1,983-67.8% | $2,148-70.2% |
| Participant deferral / active EE | $1,545 | $2,301-32.9% | $3,239-52.3% | $3,539-56.4% |
| Admin fee / account holder | $171 | $128+33.0% | $6,101-97.2% | $142+19.9% |