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 BANK7+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $50,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,617 | $50,956-0.7% | $96,562-47.6% | $86,799-41.7% |
| Participation rate | 68.0% | 65.2%+2.7pp | 69.8%-1.8pp | 72.3%-4.3pp |
| Annual return | 14.56% | 21.27%-6.7pp | 37.78%-23.2pp | 97.91%-83.3pp |
| Employer contribution / active EE | $919 | $1,111-17.2% | $2,356-61.0% | $2,405-61.8% |
| Participant deferral / active EE | $1,942 | $2,954-34.3% | $3,849-49.5% | $4,131-53.0% |
| Admin fee / account holder | $186 | $166+12.1% | $6,181-97.0% | $170+9.8% |