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 6-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 BANK1 year Service code 21 · EIN 39-1141446 | Bank Trustee | $9,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,307 | $65,435-29.2% | $86,677-46.6% | $66,914-30.8% |
| Participation rate | 94.5% | 75.5%+19.0pp | 76.6%+17.9pp | 69.8%+24.7pp |
| Annual return | -15.09% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,251 | $2,153+4.5% | $2,836-20.6% | $2,544-11.5% |
| Participant deferral / active EE | $6,284 | $4,100+53.3% | $4,656+35.0% | $4,237+48.3% |
| Admin fee / account holder | $62 | $642-90.3% | $7,493-99.2% | $593-89.5% |