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 BANK9+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $58,101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,746 | $51,045+40.6% | $70,515+1.7% | $71,457+0.4% |
| Participation rate | 96.4% | 59.4%+36.9pp | 68.3%+28.0pp | 67.9%+28.4pp |
| Annual return | 16.08% | 42.63%-26.5pp | 32.77%-16.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,975 | $1,790+66.2% | $2,973+0.1% | $2,588+15.0% |
| Participant deferral / active EE | $6,491 | $3,026+114.5% | $4,567+42.1% | $4,289+51.3% |
| Admin fee / account holder | $203 | $1,994-89.8% | $6,412-96.8% | $1,587-87.2% |