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 BANK2 years Service code 21 · EIN 39-1141446 | Bank Trustee | $3,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,330 | $96,484+21.6% | $156,263-24.9% | $74,304+57.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 18.14% | 17.73%+0.4pp | 59.47%-41.3pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,613 | $2,528+3.4% | $4,333-39.7% | $2,241+16.6% |
| Participant deferral / active EE | $7,925 | $4,286+84.9% | $6,158+28.7% | $3,767+110.4% |
| Admin fee / account holder | $19 | $3,728-99.5% | $14,255-99.9% | $2,969-99.3% |