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 & TRUST4 years Service code 55 · EIN 38-0929290 | Other Commissions | $56,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,125 | $66,813+225.0% | $100,516+116.0% | $73,488+195.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 18.25% | 25.70%-7.4pp | 30.89%-12.6pp | 28.51%-10.3pp |
| Employer contribution / active EE | $5,831 | $2,147+171.6% | $3,418+70.6% | $2,270+156.9% |
| Participant deferral / active EE | $4,700 | $5,883-20.1% | $6,270-25.0% | $3,740+25.7% |
| Admin fee / account holder | $6 | $512-98.8% | $8,081-99.9% | $513-98.8% |