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 BANK10+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-0962626 | Consulting | $76,913 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $3,851 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $176,904 | $92,055+92.2% | $106,213+66.6% | $77,643+127.8% |
| Participation rate | 78.8% | 81.0%-2.2pp | 75.3%+3.5pp | 70.6%+8.2pp |
| Annual return | 16.53% | 17.91%-1.4pp | 116.14%-99.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,426 | $3,367-28.0% | $3,171-23.5% | $2,726-11.0% |
| Participant deferral / active EE | $6,389 | $5,386+18.6% | $5,016+27.4% | $4,647+37.5% |
| Admin fee / account holder | $266 | $219+21.5% | $11,033-97.6% | $430-38.2% |