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 BANK7 years Service code 16 · EIN 48-0962626 | Consulting | $54,266 |
Service code 10 · EIN 43-0831507 | Accounting | $10,000 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,290 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,882 | $122,239+4.6% | $184,200-30.6% | $74,546+71.5% |
| Participation rate | 73.2% | 85.5%-12.3pp | 86.8%-13.7pp | 67.2%+6.0pp |
| Annual return | 15.72% | 19.95%-4.2pp | 28.80%-13.1pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $2,730 | $4,537-39.8% | $6,424-57.5% | $2,624+4.0% |
| Participant deferral / active EE | $3,582 | $7,139-49.8% | $9,132-60.8% | $4,347-17.6% |
| Admin fee / account holder | $570 | $1,260-54.7% | $13,907-95.9% | $1,944-70.7% |