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 & TRUST6 years Service code 55 · EIN 38-0929290 | Other Commissions | $114,261 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,927 | $46,292+94.3% | $143,757-37.4% | $64,808+38.8% |
| Participation rate | 91.2% | 64.2%+26.9pp | 80.3%+10.9pp | 71.5%+19.7pp |
| Annual return | -16.81% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,231 | $1,910+69.2% | $4,951-34.7% | $2,506+28.9% |
| Participant deferral / active EE | $4,080 | $2,646+54.2% | $5,637-27.6% | $4,310-5.3% |
| Admin fee / account holder | $9 | $154-94.4% | $14,673-99.9% | $188-95.4% |