See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $47,597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,428 | $87,870-35.8% | $113,168-50.1% | $74,304-24.1% |
| Participation rate | 95.6% | 70.7%+24.8pp | 76.6%+19.0pp | 60.3%+35.2pp |
| Annual return | 14.35% | 26.44%-12.1pp | 24.27%-9.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,535 | $2,277-32.6% | $2,975-48.4% | $2,241-31.5% |
| Participant deferral / active EE | $2,713 | $4,241-36.0% | $5,107-46.9% | $3,767-28.0% |
| Admin fee / account holder | $244 | $3,368-92.8% | $12,068-98.0% | $2,969-91.8% |