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 BANK3 years Service code 21 · EIN 39-1141446 | Bank Trustee | $9,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,302 | $50,815+20.6% | $155,509-60.6% | $77,643-21.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.62% | 34.80%-20.2pp | 64.67%-50.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,333 | $1,993+67.3% | $4,672-28.7% | $2,726+22.3% |
| Participant deferral / active EE | $3,938 | $2,822+39.6% | $5,626-30.0% | $4,647-15.3% |
| Admin fee / account holder | $25 | $437-94.3% | $15,912-99.8% | $430-94.2% |