See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 | Securities Custodian | $1,258,178 |
Filed as: FIDELITY INV. INST. OPS. CO. INC. Service code 12 · EIN 04-2647786 | Participant loan processing; Trustee ... | $431,808 |
Filed as: FIDELITY INST. INV. OPS. CO. INC. Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,955 | $80,976-44.5% | $185,117-75.7% | $80,976-44.5% |
| Participation rate | 70.6% | 68.3%+2.4pp | 77.3%-6.6pp | 68.3%+2.4pp |
| Annual return | 17.25% | 22.91%-5.7pp | 40.50%-23.2pp | 22.91%-5.7pp |
| Employer contribution / active EE | $1,644 | $2,402-31.6% | $4,182-60.7% | $2,402-31.6% |
| Participant deferral / active EE | $1,979 | $3,848-48.6% | $5,045-60.8% | $3,848-48.6% |
| Admin fee / account holder | $23 | $67-66.6% | $8,159-99.7% | $67-66.6% |