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 BANK6 years Filed as: JOHNSON FINANCIAL GROUP Service code 21 · EIN 39-1141446 | Bank Trustee | $49,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,725 | $91,407+86.8% | $135,903+25.6% | $71,457+138.9% |
| Participation rate | 93.3% | 75.7%+17.6pp | 81.9%+11.4pp | 67.9%+25.4pp |
| Annual return | 18.84% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $6,250 | $3,703+68.8% | $4,856+28.7% | $2,588+141.5% |
| Participant deferral / active EE | $7,405 | $7,092+4.4% | $7,758-4.5% | $4,289+72.7% |
| Admin fee / account holder | $266 | $1,266-79.0% | $10,762-97.5% | $1,587-83.3% |