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 BANK5 years Filed as: JOHNSON FINANCIAL GROUP Service code 21 · EIN 39-1141446 | Bank Trustee | $52,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,687 | $84,487+60.6% | $125,339+8.3% | $66,914+102.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.31% | -8.39%-8.9pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $9,047 | $3,553+154.6% | $4,814+87.9% | $2,544+255.6% |
| Participant deferral / active EE | $7,679 | $6,781+13.2% | $7,446+3.1% | $4,237+81.2% |
| Admin fee / account holder | $262 | $685-61.8% | $10,010-97.4% | $593-55.9% |