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 BANK1 year Filed as: JOHNSON INVESTMENT COUNCIL Service code 28 | Investment Management | $15,999 |
Service code 28 | Investment Management | $11,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,960 | $81,248+15.6% | $155,509-39.6% | $80,856+16.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.09% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,021 | $3,100-2.6% | $4,672-35.4% | $2,755+9.7% |
| Participant deferral / active EE | $2,389 | $3,452-30.8% | $5,626-57.5% | $4,296-44.4% |
| Admin fee / account holder | $222 | $7,997-97.2% | $15,912-98.6% | $6,918-96.8% |