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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $33,685 |
COMMERCE BANK8+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-1795601 | Consulting | $32,052 |
NATIONAL FINANCIAL SERVICES8+ 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 | $30,195 | $65,435-53.9% | $86,677-65.2% | $66,914-54.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -17.65% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,370 | $2,153-36.4% | $2,836-51.7% | $2,544-46.2% |
| Participant deferral / active EE | $2,656 | $4,100-35.2% | $4,656-42.9% | $4,237-37.3% |
| Admin fee / account holder | $167 | $642-73.9% | $7,493-97.8% | $593-71.8% |