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 BANK9+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $49,916 |
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 | $50,315 | $53,165-5.4% | $86,188-41.6% | $74,419-32.4% |
| Participation rate | 61.3% | 64.9%-3.5pp | 69.0%-7.6pp | 70.7%-9.4pp |
| Annual return | 15.68% | 22.64%-7.0pp | 1168.45%-1152.8pp | 34.38%-18.7pp |
| Employer contribution / active EE | $954 | $1,210-21.2% | $2,380-59.9% | $2,637-63.8% |
| Participant deferral / active EE | $2,008 | $3,234-37.9% | $3,985-49.6% | $4,528-55.6% |
| Admin fee / account holder | $191 | $551-65.4% | $6,852-97.2% | $348-45.2% |