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 BANK2 years Service code 15 · EIN 39-1141446 | Recordkeeping | $49,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,142 | $88,083+42.1% | $164,813-24.1% | $74,495+68.0% |
| Participation rate | 78.0% | 73.0%+5.0pp | 78.6%-0.6pp | 67.2%+10.8pp |
| Annual return | 14.27% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,791 | $2,593+7.6% | $4,341-35.7% | $2,623+6.4% |
| Participant deferral / active EE | $5,189 | $4,498+15.4% | $6,031-14.0% | $4,346+19.4% |
| Admin fee / account holder | $281 | $2,234-87.4% | $12,690-97.8% | $1,942-85.5% |