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 BANK1 year Filed as: JOHNSON HANCOCK LIFE INSURANCE COMP Service code 15 · EIN 01-0233346 | Recordkeeping | $4,154 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,864 | $53,925-40.9% | $75,670-57.9% | $69,631-54.2% |
| Participation rate | 74.7% | 71.2%+3.5pp | 72.3%+2.4pp | 70.7%+4.0pp |
| Annual return | 14.46% | 17.84%-3.4pp | 27.34%-12.9pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $286 | $1,802-84.1% | $2,352-87.8% | $2,032-85.9% |
| Participant deferral / active EE | $1,376 | $2,569-46.4% | $3,142-56.2% | $3,224-57.3% |
| Admin fee / account holder | $44 | $97-55.2% | $5,800-99.2% | $110-60.6% |