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 BANK2 years Service code 21 · EIN 39-1141446 | Bank Trustee | $11,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,406 | $86,655-45.3% | $119,609-60.4% | $66,914-29.2% |
| Participation rate | 92.6% | 75.6%+17.0pp | 79.3%+13.3pp | 69.8%+22.8pp |
| Annual return | -15.19% | -8.00%-7.2pp | -14.97%-0.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,201 | $2,536-13.2% | $4,232-48.0% | $2,544-13.5% |
| Participant deferral / active EE | $6,483 | $4,358+48.8% | $5,602+15.7% | $4,237+53.0% |
| Admin fee / account holder | $40 | $755-94.7% | $10,323-99.6% | $593-93.3% |