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 BANK3 years Service code 21 · EIN 39-1141446 | Bank Trustee | $33,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,563 | $61,272+7.0% | $149,673-56.2% | $71,457-8.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 25.69% | 35.85%-10.2pp | 134.42%-108.7pp | 28.85%-3.2pp |
| Employer contribution / active EE | $1,846 | $2,378-22.4% | $4,818-61.7% | $2,588-28.7% |
| Participant deferral / active EE | $4,537 | $2,917+55.5% | $5,680-20.1% | $4,289+5.8% |
| Admin fee / account holder | $236 | $1,261-81.3% | $13,210-98.2% | $1,587-85.1% |