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 |
|---|---|---|
Filed as: COMMERCE INSURANCE SERVICES Service code 27 · EIN 43-1824850 | Advisory (Plan) | $6,425 |
COMMERCE BANK3+ years Filed as: COMMERCE TRUST COMPANY Service code 27 · EIN 48-0962626 | Advisory (Plan) | $6,269 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $61,907 | $144,119-57.0% | $117,854-47.5% | $147,584-58.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.07% | 531.15%-517.1pp | 335.08%-321.0pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,513 | $4,896-69.1% | $3,786-60.0% | $4,876-69.0% |
| Participant deferral / active EE | $4,854 | $5,316-8.7% | $4,482+8.3% | $5,439-10.8% |
| Admin fee / account holder | $342 | $10,886-96.9% | $8,020-95.7% | $10,885-96.9% |