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 BANK4+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 | Securities Custodian | $1,343,277 |
Filed as: FIDELITY INST. INV. OPS. CO. INC. Service code 15 | Recordkeeping | $0 |
Filed as: FIDELITY INV. INST. OPS. CO. INC. Service code 12 · EIN 04-2647786 | Consulting (general); Participant loa... | -$136,960 |
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 | $42,454 | $73,367-42.1% | $169,463-74.9% | $73,367-42.1% |
| Participation rate | 71.9% | 69.5%+2.4pp | 77.8%-5.9pp | 69.5%+2.4pp |
| Annual return | -5.42% | 173.45%-178.9pp | 1.83%-7.3pp | 173.45%-178.9pp |
| Employer contribution / active EE | $2,099 | $2,499-16.0% | $4,159-49.5% | $2,499-16.0% |
| Participant deferral / active EE | $2,196 | $4,033-45.5% | $5,277-58.4% | $4,033-45.5% |
| Admin fee / account holder | $16 | $68-77.3% | $9,109-99.8% | $68-77.3% |