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 BANK6+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-0962626 | Consulting | $65,127 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $43,713 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $124,462 | $85,135+46.2% | $98,907+25.8% | $73,409+69.5% |
| Participation rate | 85.1% | 81.1%+3.9pp | 76.0%+9.0pp | 72.2%+12.9pp |
| Annual return | 19.15% | 19.14%0pp | 196.43%-177.3pp | 59.29%-40.1pp |
| Employer contribution / active EE | $2,268 | $2,721-16.7% | $2,689-15.7% | $2,234+1.5% |
| Participant deferral / active EE | $6,200 | $4,349+42.6% | $4,244+46.1% | $3,805+62.9% |
| Admin fee / account holder | $330 | $139+136.8% | $6,642-95.0% | $158+108.9% |