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 3-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 BANK1+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $37,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,040 | $65,435+8.6% | $86,677-18.0% | $66,914+6.2% |
| Participation rate | 61.7% | 75.5%-13.8pp | 76.6%-14.9pp | 69.8%-8.1pp |
| Annual return | -14.50% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,423 | $2,153-33.9% | $2,836-49.8% | $2,544-44.1% |
| Participant deferral / active EE | $4,345 | $4,100+6.0% | $4,656-6.7% | $4,237+2.6% |
| Admin fee / account holder | $292 | $642-54.5% | $7,493-96.1% | $593-50.8% |