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 & TRUST4 years Service code 55 · EIN 38-0929290 | Other Commissions | $97,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,468 | $52,293+122.7% | $178,490-34.7% | $73,409+58.7% |
| Participation rate | 93.2% | 65.3%+27.8pp | 81.9%+11.3pp | 72.2%+21.0pp |
| Annual return | 15.12% | 34.75%-19.6pp | 151.07%-135.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $3,142 | $1,735+81.1% | $5,011-37.3% | $2,234+40.7% |
| Participant deferral / active EE | $4,068 | $2,332+74.4% | $5,202-21.8% | $3,805+6.9% |
| Admin fee / account holder | $6 | $127-95.6% | $13,984-100.0% | $158-96.5% |