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 BANK11+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-1795601 | Consulting | $42,281 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $41,863 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,151 | $98,727-62.4% | $113,168-67.2% | $85,563-56.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 27.51% | 17.43%+10.1pp | 24.27%+3.2pp | 31.51%-4.0pp |
| Employer contribution / active EE | $1,936 | $2,907-33.4% | $2,975-34.9% | $2,654-27.0% |
| Participant deferral / active EE | $3,758 | $5,424-30.7% | $5,107-26.4% | $4,375-14.1% |
| Admin fee / account holder | $162 | $357-54.5% | $12,068-98.7% | $834-80.5% |