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 BANK8+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $54,092 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,434 | $63,442-7.9% | $68,791-15.1% | $66,914-12.7% |
| Participation rate | 95.9% | 60.0%+36.0pp | 69.0%+26.9pp | 69.8%+26.1pp |
| Annual return | -16.63% | -8.29%-8.3pp | -6.38%-10.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,555 | $1,775+43.9% | $2,655-3.8% | $2,544+0.4% |
| Participant deferral / active EE | $6,014 | $2,945+104.2% | $3,941+52.6% | $4,237+41.9% |
| Admin fee / account holder | $177 | $577-69.3% | $4,932-96.4% | $593-70.1% |