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 BANK1 year Service code 15 · EIN 39-1141446 | Recordkeeping | $38,680 |
Filed as: NATIONAL ADMINISTRATION INC Service code 13 · EIN 39-1967492 | Contract Administrator | $146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,079 | $73,638-36.1% | $95,952-50.9% | $73,488-35.9% |
| Participation rate | 99.5% | 76.2%+23.4pp | 77.1%+22.5pp | 70.7%+28.8pp |
| Annual return | 18.60% | 16.78%+1.8pp | 91.61%-73.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,422 | $1,863-23.7% | $2,541-44.0% | $2,270-37.3% |
| Participant deferral / active EE | $4,180 | $3,617+15.6% | $4,167+0.3% | $3,740+11.8% |
| Admin fee / account holder | $203 | $482-57.9% | $6,795-97.0% | $513-60.4% |