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 BANK3 years Service code 21 · EIN 39-1141446 | Bank Trustee | $39,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,246 | $55,415-14.7% | $155,509-69.6% | $74,495-36.6% |
| Participation rate | 90.7% | 61.9%+28.8pp | 78.2%+12.5pp | 67.2%+23.5pp |
| Annual return | 14.84% | 268.50%-253.7pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,380 | $2,267+5.0% | $4,672-49.1% | $2,623-9.3% |
| Participant deferral / active EE | $4,275 | $2,836+50.7% | $5,626-24.0% | $4,346-1.6% |
| Admin fee / account holder | $240 | $1,738-86.2% | $15,912-98.5% | $1,942-87.7% |