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 BANK8+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $48,925 |
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).
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 | $42,223 | $42,353-0.3% | $79,550-46.9% | $64,808-34.8% |
| Participation rate | 60.0% | 64.8%-4.8pp | 69.5%-9.5pp | 71.5%-11.5pp |
| Annual return | -15.47% | -12.24%-3.2pp | 0.16%-15.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,020 | $1,181-13.6% | $2,413-57.7% | $2,506-59.3% |
| Participant deferral / active EE | $1,956 | $3,170-38.3% | $3,985-50.9% | $4,310-54.6% |
| Admin fee / account holder | $178 | $160+11.5% | $6,832-97.4% | $188-5.3% |