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 BANK5+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $46,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,641 | $47,922+20.3% | $75,886-24.0% | $65,185-11.6% |
| Participation rate | 97.2% | 63.0%+34.3pp | 69.3%+28.0pp | 70.2%+27.0pp |
| Annual return | 21.43% | 24.12%-2.7pp | 30.76%-9.3pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,001 | $1,557+28.5% | $2,500-20.0% | $2,177-8.1% |
| Participant deferral / active EE | $5,512 | $2,550+116.2% | $3,603+53.0% | $3,514+56.9% |
| Admin fee / account holder | $164 | $532-69.2% | $5,418-97.0% | $847-80.7% |