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 BANK5+ years Filed as: THE COMMERCE TRUST COMPANY Service code 55 · EIN 43-6334070 | Other Commissions | $44,372 |
SFW PARTNERS, LLC4 years Filed as: SFW PARTNERS Service code 10 · EIN 43-1764273 | Accounting | $10,580 |
ASCENSUS LLC3 years Filed as: ASCENSUS, INC. Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $8,473 |
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 | $130,316 | $54,573+138.8% | $90,951+43.3% | $73,488+77.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 17.44% | 16.69%+0.8pp | 134.60%-117.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,619 | $991+164.2% | $2,122+23.4% | $2,270+15.4% |
| Participant deferral / active EE | $3,291 | $2,517+30.8% | $3,373-2.4% | $3,740-12.0% |
| Admin fee / account holder | $482 | $521-7.6% | $5,959-91.9% | $513-6.1% |