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 BANK6+ years Filed as: THE COMMERCE TRUST COMPANY Service code 55 · EIN 43-6334070 | Other Commissions | $56,116 |
ASCENSUS LLC4 years Filed as: ASCENSUS, INC. Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $6,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,899 | $59,263+158.0% | $96,562+58.3% | $79,386+92.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 12.56% | 27.07%-14.5pp | 37.78%-25.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $3,684 | $1,216+203.0% | $2,356+56.3% | $2,427+51.8% |
| Participant deferral / active EE | $3,552 | $2,948+20.5% | $3,849-7.7% | $4,046-12.2% |
| Admin fee / account holder | $526 | $658-20.2% | $6,181-91.5% | $626-16.1% |