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 | $78,483+51.9% | $106,201+12.3% | $74,546+59.9% |
| Participation rate | 98.1% | 72.8%+25.3pp | 75.3%+22.8pp | 67.2%+30.9pp |
| Annual return | 26.92% | 15.94%+11.0pp | 116.26%-89.3pp | 1366.03%-1339.1pp |
| Employer contribution / active EE | $2,790 | $2,522+10.6% | $3,170-12.0% | $2,624+6.3% |
| Participant deferral / active EE | $4,241 | $4,320-1.8% | $5,012-15.4% | $4,347-2.4% |
| Admin fee / account holder | $319 | $2,236-85.7% | $11,039-97.1% | $1,944-83.6% |