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 | $58,358 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $175 |
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 | $54,672 | $76,050-28.1% | $96,544-43.4% | $71,457-23.5% |
| Participation rate | 94.4% | 74.4%+20.0pp | 76.0%+18.5pp | 67.9%+26.5pp |
| Annual return | 13.99% | 22.81%-8.8pp | 25.84%-11.9pp | 28.85%-14.9pp |
| Employer contribution / active EE | $866 | $2,244-61.4% | $2,965-70.8% | $2,588-66.5% |
| Participant deferral / active EE | $5,824 | $4,215+38.2% | $4,851+20.1% | $4,289+35.8% |
| Admin fee / account holder | $240 | $2,707-91.1% | $8,252-97.1% | $1,587-84.9% |