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 & TRUST1 year Service code 55 · EIN 38-0929290 | Other Commissions | $43,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,437 | $64,348+154.0% | $90,160+81.3% | $70,131+133.0% |
| Participation rate | 98.9% | 70.4%+28.4pp | 76.9%+22.0pp | 69.5%+29.3pp |
| Annual return | 20.53% | 28.13%-7.6pp | 34.88%-14.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $5,226 | $2,046+155.5% | $3,318+57.5% | $2,342+123.1% |
| Participant deferral / active EE | $3,833 | $4,389-12.7% | $5,288-27.5% | $3,332+15.1% |
| Admin fee / account holder | $7 | $3,944-99.8% | $5,943-99.9% | $4,645-99.9% |