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 BANK4+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-0962626 | Consulting | $59,320 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $38,611 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,610 | $65,223+35.9% | $80,019+10.7% | $55,725+59.0% |
| Participation rate | 81.5% | 80.6%+0.9pp | 75.8%+5.6pp | 70.9%+10.6pp |
| Annual return | -5.74% | 7.59%-13.3pp | 11.22%-17.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,939 | $2,544-23.8% | $2,468-21.4% | $2,078-6.7% |
| Participant deferral / active EE | $5,228 | $3,881+34.7% | $3,686+41.8% | $3,356+55.8% |
| Admin fee / account holder | $311 | $114+172.2% | $6,521-95.2% | $115+169.9% |