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 BANK9+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-0962626 | Consulting | $62,713 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $3,009 |
NATIONAL FINANCIAL SERVICES9+ 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 | $149,554 | $84,784+76.4% | $98,439+51.9% | $74,419+101.0% |
| Participation rate | 78.2% | 81.5%-3.4pp | 75.2%+3.0pp | 70.7%+7.4pp |
| Annual return | 19.97% | 20.59%-0.6pp | 21.16%-1.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,231 | $3,364-33.7% | $3,048-26.8% | $2,637-15.4% |
| Participant deferral / active EE | $6,259 | $5,218+20.0% | $4,738+32.1% | $4,528+38.2% |
| Admin fee / account holder | $209 | $204+2.0% | $8,948-97.7% | $348-40.0% |