See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK4 years Service code 21 · EIN 39-1258596 | Bank Trustee | $34,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,940 | $86,944-56.4% | $107,525-64.7% | $74,304-48.9% |
| Participation rate | 83.3% | 59.6%+23.8pp | 75.1%+8.3pp | 60.3%+23.0pp |
| Annual return | 20.15% | 23.52%-3.4pp | 181.32%-161.2pp | 29.43%-9.3pp |
| Employer contribution / active EE | $1,365 | $2,757-50.5% | $3,754-63.6% | $2,241-39.1% |
| Participant deferral / active EE | $4,930 | $3,554+38.7% | $5,116-3.6% | $3,767+30.9% |
| Admin fee / account holder | $177 | $3,727-95.3% | $8,919-98.0% | $2,969-94.0% |