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 BANK4 years Service code 21 · EIN 39-1141446 | Bank Trustee | $36,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,236 | $55,415+53.8% | $155,509-45.2% | $74,495+14.4% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 12.84% | 268.50%-255.7pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,849 | $2,267-18.4% | $4,672-60.4% | $2,623-29.5% |
| Participant deferral / active EE | $4,996 | $2,836+76.1% | $5,626-11.2% | $4,346+15.0% |
| Admin fee / account holder | $281 | $1,738-83.8% | $15,912-98.2% | $1,942-85.5% |