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 | $57,357 |
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 | $119,215 | $78,485+51.9% | $106,213+12.2% | $74,495+60.0% |
| Participation rate | 98.1% | 72.8%+25.2pp | 75.3%+22.8pp | 67.2%+30.9pp |
| Annual return | 26.92% | 15.95%+11.0pp | 116.14%-89.2pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $2,790 | $2,523+10.6% | $3,171-12.0% | $2,623+6.3% |
| Participant deferral / active EE | $4,241 | $4,322-1.9% | $5,016-15.4% | $4,346-2.4% |
| Admin fee / account holder | $319 | $2,232-85.7% | $11,033-97.1% | $1,942-83.6% |