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 & TRUST5 years Service code 55 · EIN 38-0929290 | Other Commissions | $120,278 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,800 |
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 | $117,212 | $56,485+107.5% | $185,823-36.9% | $86,799+35.0% |
| Participation rate | 95.6% | 65.5%+30.1pp | 81.7%+13.9pp | 72.3%+23.3pp |
| Annual return | 15.11% | 118.04%-102.9pp | 122.05%-106.9pp | 97.91%-82.8pp |
| Employer contribution / active EE | $3,396 | $1,843+84.3% | $5,167-34.3% | $2,405+41.2% |
| Participant deferral / active EE | $4,367 | $2,553+71.0% | $5,568-21.6% | $4,131+5.7% |
| Admin fee / account holder | $9 | $150-94.1% | $16,237-99.9% | $170-94.8% |