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 BANK2 years Service code 21 · EIN 39-1141446 | Bank Trustee | $24,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,104 | $61,272-36.2% | $149,673-73.9% | $71,457-45.3% |
| Participation rate | 88.6% | 62.5%+26.1pp | 78.8%+9.9pp | 67.9%+20.7pp |
| Annual return | 19.16% | 35.85%-16.7pp | 134.42%-115.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,179 | $2,378-8.4% | $4,818-54.8% | $2,588-15.8% |
| Participant deferral / active EE | $3,837 | $2,917+31.5% | $5,680-32.4% | $4,289-10.5% |
| Admin fee / account holder | $150 | $1,261-88.1% | $13,210-98.9% | $1,587-90.6% |