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 |
|---|---|---|
COMMERCE BANK4+ years Service code 99 922 WALNUT · KANSAS CITY, MO 64106 | Other Fees | $35,944 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,451 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,529 | $86,332+69.7% | $125,175+17.1% | $65,185+124.8% |
| Participation rate | 63.4% | 75.3%-11.9pp | 79.8%-16.4pp | 70.2%-6.8pp |
| Annual return | 20.67% | 27.43%-6.8pp | 43.79%-23.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $2,092 | $2,040+2.5% | $3,865-45.9% | $2,177-3.9% |
| Participant deferral / active EE | $3,184 | $3,537-10.0% | $4,937-35.5% | $3,514-9.4% |
| Admin fee / account holder | $698 | $609+14.6% | $9,702-92.8% | $847-17.6% |