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 |
|---|---|---|
SUTTON BANK1 year Service code 99 · EIN 34-4369660 1 SOUTH MAIN ST. · ATTICA, OH 44807 | Other Fees | $7,183 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,258 | $94,529+166.9% | $140,016+80.2% | $64,186+293.0% |
| Participation rate | 94.7% | 84.1%+10.7pp | 87.5%+7.2pp | 69.6%+25.2pp |
| Annual return | 5.81% | 7.77%-2.0pp | 651.12%-645.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $3,963 | $3,812+3.9% | $5,606-29.3% | $2,381+66.4% |
| Participant deferral / active EE | $4,592 | $5,250-12.5% | $6,927-33.7% | $3,470+32.3% |
| Admin fee / account holder | $281 | $6,741-95.8% | $10,705-97.4% | $4,888-94.3% |