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 BANK10+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $61,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,578 | $54,517+55.1% | $75,972+11.3% | $74,495+13.5% |
| Participation rate | 96.8% | 60.3%+36.4pp | 69.1%+27.7pp | 67.2%+29.6pp |
| Annual return | 13.07% | 31.82%-18.7pp | 359.55%-346.5pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,210 | $1,777+80.6% | $2,685+19.6% | $2,623+22.4% |
| Participant deferral / active EE | $7,096 | $3,066+131.5% | $4,255+66.7% | $4,346+63.3% |
| Admin fee / account holder | $216 | $2,229-90.3% | $6,467-96.7% | $1,942-88.9% |