See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THUMB BANK & TRUST9 years Service code 55 · EIN 38-0929290 | Other Commissions | $97,728 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,675 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,048 | $88,634+214.8% | $101,326+175.4% | $74,304+275.5% |
| Participation rate | 88.1% | 76.9%+11.2pp | 81.5%+6.6pp | 60.3%+27.7pp |
| Annual return | 11.47% | 33.10%-21.6pp | 36.82%-25.4pp | 29.43%-18.0pp |
| Employer contribution / active EE | $5,648 | $2,930+92.7% | $3,665+54.1% | $2,241+152.0% |
| Participant deferral / active EE | $4,239 | $7,322-42.1% | $7,994-47.0% | $3,767+12.5% |
| Admin fee / account holder | $12 | $2,425-99.5% | $11,185-99.9% | $2,969-99.6% |