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 BANK2 years Service code 15 · EIN 39-1141446 | Recordkeeping | $55,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,779 | $78,672+157.8% | $109,143+85.8% | $85,850+136.2% |
| Participation rate | 88.7% | 68.3%+20.5pp | 75.9%+12.9pp | 69.3%+19.4pp |
| Annual return | 16.83% | 25.09%-8.3pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $4,324 | $2,735+58.1% | $3,722+16.2% | $2,565+68.6% |
| Participant deferral / active EE | $8,736 | $3,467+151.9% | $4,653+87.7% | $3,952+121.1% |
| Admin fee / account holder | $546 | $5,469-90.0% | $6,752-91.9% | $6,260-91.3% |