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 & TRUST8 years Service code 55 · EIN 38-0929290 | Other Commissions | $122,198 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,195 | $50,815+112.9% | $155,509-30.4% | $77,643+39.3% |
| Participation rate | 95.5% | 63.1%+32.4pp | 78.2%+17.4pp | 70.6%+25.0pp |
| Annual return | 15.57% | 34.80%-19.2pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $4,360 | $1,993+118.8% | $4,672-6.7% | $2,726+59.9% |
| Participant deferral / active EE | $4,412 | $2,822+56.3% | $5,626-21.6% | $4,647-5.1% |
| Admin fee / account holder | $8 | $437-98.2% | $15,912-99.9% | $430-98.1% |