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 BANK3+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $22,384 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,387 | $76,000-75.8% | $154,107-88.1% | $64,186-71.4% |
| Participation rate | 82.3% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.7pp |
| Annual return | 7.07% | 30.32%-23.3pp | 735.12%-728.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $778 | $3,351-76.8% | $5,298-85.3% | $2,381-67.3% |
| Participant deferral / active EE | $2,129 | $3,175-33.0% | $5,081-58.1% | $3,470-38.6% |
| Admin fee / account holder | $190 | $5,596-96.6% | $13,411-98.6% | $4,888-96.1% |