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 BANK6+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $45,743 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,968 | $64,286-36.3% | $90,951-55.0% | $73,409-44.2% |
| Participation rate | 64.1% | 63.6%+0.5pp | 69.0%-5.0pp | 72.2%-8.1pp |
| Annual return | 13.82% | 21.45%-7.6pp | 134.60%-120.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $981 | $895+9.7% | $2,122-53.8% | $2,234-56.1% |
| Participant deferral / active EE | $1,655 | $2,453-32.5% | $3,373-50.9% | $3,805-56.5% |
| Admin fee / account holder | $156 | $287-45.6% | $5,959-97.4% | $158-1.1% |