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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.
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK8+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-0962626 | Consulting | $84,644 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Distributio... | $39,456 |
NATIONAL FINANCIAL SERVICES8+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,358 | $81,908+46.9% | $90,749+32.6% | $64,808+85.7% |
| Participation rate | 82.2% | 80.5%+1.8pp | 75.7%+6.5pp | 71.5%+10.8pp |
| Annual return | -18.51% | -12.53%-6.0pp | -12.16%-6.3pp | 32.82%-51.3pp |
| Employer contribution / active EE | $2,407 | $3,065-21.5% | $2,921-17.6% | $2,506-4.0% |
| Participant deferral / active EE | $6,508 | $4,840+34.4% | $4,564+42.6% | $4,310+51.0% |
| Admin fee / account holder | $381 | $157+142.2% | $8,445-95.5% | $188+102.7% |