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 BANK6+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-1795601 | Consulting | $33,641 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $31,632 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,834 | $73,638-43.2% | $95,952-56.4% | $73,488-43.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 11.93% | 16.78%-4.8pp | 91.61%-79.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,867 | $1,863+0.2% | $2,541-26.5% | $2,270-17.7% |
| Participant deferral / active EE | $3,734 | $3,617+3.2% | $4,167-10.4% | $3,740-0.1% |
| Admin fee / account holder | $192 | $482-60.2% | $6,795-97.2% | $513-62.6% |