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 BANK3 years Service code 21 · EIN 39-1141446 | Bank Trustee | $7,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,799 | $91,372-32.4% | $129,995-52.5% | $74,419-17.0% |
| Participation rate | 98.2% | 77.8%+20.4pp | 78.5%+19.7pp | 70.7%+27.5pp |
| Annual return | 27.95% | 23.21%+4.7pp | -137.18%+165.1pp | 34.38%-6.4pp |
| Employer contribution / active EE | $2,447 | $2,563-4.5% | $4,320-43.3% | $2,637-7.2% |
| Participant deferral / active EE | $7,466 | $4,721+58.2% | $5,820+28.3% | $4,528+64.9% |
| Admin fee / account holder | $23 | $283-91.8% | $10,614-99.8% | $348-93.3% |