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 BANK3+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-0962626 | Consulting | $52,641 |
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $25,971 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $99,162 | $75,284+31.7% | $91,001+9.0% | $69,631+42.4% |
| Participation rate | 80.4% | 80.4%0pp | 75.6%+4.8pp | 70.7%+9.7pp |
| Annual return | 17.58% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,909 | $2,473-22.8% | $2,456-22.3% | $2,032-6.1% |
| Participant deferral / active EE | $4,997 | $3,700+35.1% | $3,547+40.9% | $3,224+55.0% |
| Admin fee / account holder | $264 | $111+138.6% | $5,417-95.1% | $110+138.9% |