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 BANK4 years Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $52,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,044 | $104,475+83.8% | $159,436+20.5% | $79,386+141.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.43% | 67.95%-52.5pp | 263.57%-248.1pp | 116.85%-101.4pp |
| Employer contribution / active EE | $9,612 | $3,417+181.3% | $4,829+99.0% | $2,427+296.0% |
| Participant deferral / active EE | $7,828 | $6,467+21.0% | $7,352+6.5% | $4,046+93.5% |
| Admin fee / account holder | $291 | $711-59.1% | $10,799-97.3% | $626-53.6% |