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 BANK5 years Service code 21 · EIN 39-1141446 | Bank Trustee | $33,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,011 | $49,915+96.4% | $154,803-36.7% | $74,304+31.9% |
| Participation rate | 95.0% | 54.0%+41.0pp | 78.1%+16.9pp | 60.3%+34.6pp |
| Annual return | 15.79% | 34.06%-18.3pp | 58.88%-43.1pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,192 | $1,611+36.0% | $4,305-49.1% | $2,241-2.2% |
| Participant deferral / active EE | $6,133 | $2,255+172.0% | $5,540+10.7% | $3,767+62.8% |
| Admin fee / account holder | $292 | $2,189-86.6% | $14,329-98.0% | $2,969-90.2% |