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 & TRUST7 years Service code 55 · EIN 38-0929290 | Other Commissions | $107,533 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,436 | $47,126+125.9% | $149,673-28.9% | $74,419+43.0% |
| Participation rate | 95.8% | 63.4%+32.4pp | 78.8%+17.1pp | 70.7%+25.1pp |
| Annual return | 18.24% | 22.75%-4.5pp | 134.42%-116.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,803 | $1,905+47.1% | $4,818-41.8% | $2,637+6.3% |
| Participant deferral / active EE | $4,465 | $2,728+63.7% | $5,680-21.4% | $4,528-1.4% |
| Admin fee / account holder | $3 | $343-99.2% | $13,210-100.0% | $348-99.2% |