See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-0962626 | Consulting | $47,304 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $13,576 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $87,792 | $74,024+18.6% | $77,999+12.6% | $57,658+52.3% |
| Participation rate | 82.4% | 79.7%+2.6pp | 75.5%+6.8pp | 70.2%+12.1pp |
| Annual return | 6.62% | 12.14%-5.5pp | 425.96%-419.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,858 | $2,365-21.4% | $2,470-24.8% | $1,974-5.9% |
| Participant deferral / active EE | $4,947 | $3,533+40.0% | $3,497+41.5% | $3,061+61.7% |
| Admin fee / account holder | $211 | $93+126.7% | $5,480-96.1% | $95+123.5% |