See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THUMB BANK & TRUST1+ years Filed as: THUMB NATIONAL BANK & TRUST COMPAN Service code 55 · EIN 38-0929290 | Other Commissions | $78,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,061 | $37,117+129.2% | $147,614-42.4% | $55,191+54.1% |
| Participation rate | 84.3% | 63.6%+20.7pp | 84.6%-0.3pp | 69.2%+15.2pp |
| Annual return | -0.32% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $3,117 | $1,620+92.3% | $5,564-44.0% | $1,899+64.1% |
| Participant deferral / active EE | $2,795 | $1,985+40.8% | $4,895-42.9% | $3,046-8.3% |
| Admin fee / account holder | $4 | $86-95.2% | $11,611-100.0% | $91-95.5% |