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 BANK4 years Service code 21 · EIN 39-1141446 | Bank Trustee | $83,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,866 | $73,933+100.0% | $96,683+52.9% | $75,163+96.7% |
| Participation rate | 96.6% | 66.4%+30.2pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 9.60% | 26.70%-17.1pp | 35.69%-26.1pp | 160.62%-151.0pp |
| Employer contribution / active EE | $9,494 | $2,928+224.3% | $3,737+154.1% | $2,670+255.6% |
| Participant deferral / active EE | $7,070 | $3,659+93.2% | $4,878+44.9% | $4,125+71.4% |
| Admin fee / account holder | $712 | $5,216-86.3% | $6,730-89.4% | $5,651-87.4% |