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 BANK2 years Service code 21 · EIN 39-1141446 | Bank Trustee | $15,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,771 | $76,050-28.0% | $96,544-43.3% | $71,457-23.4% |
| Participation rate | 93.8% | 74.4%+19.4pp | 76.0%+17.9pp | 67.9%+25.9pp |
| Annual return | 21.75% | 22.81%-1.1pp | 25.84%-4.1pp | 28.85%-7.1pp |
| Employer contribution / active EE | $2,170 | $2,244-3.3% | $2,965-26.8% | $2,588-16.2% |
| Participant deferral / active EE | $6,314 | $4,215+49.8% | $4,851+30.2% | $4,289+47.2% |
| Admin fee / account holder | $94 | $2,707-96.5% | $8,252-98.9% | $1,587-94.1% |