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 9-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 Filed as: THE COMMERCE TRUST COMPANY Service code 55 · EIN 43-6334070 | Other Commissions | $41,366 |
SFW PARTNERS, LLC3 years Filed as: SFW PARTNERS Service code 10 · EIN 43-1764273 | Accounting | $9,320 |
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 64 14323 SOUTH OUTER FORTY, SUITE 600N · CHESTERFIELD, MO 63017 | Recordkeeping Fees | $8,480 |
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 | $122,276 | $49,138+148.8% | $84,015+45.5% | $65,185+87.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 21.39% | 23.00%-1.6pp | 71.31%-49.9pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,803 | $914+97.3% | $1,983-9.1% | $2,177-17.2% |
| Participant deferral / active EE | $2,933 | $2,397+22.4% | $3,239-9.4% | $3,514-16.5% |
| Admin fee / account holder | $466 | $543-14.2% | $6,101-92.4% | $847-45.0% |