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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Claims pro... | $37,410 |
COMMERCE BANK9+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 43-1795601 | Consulting | $32,701 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,098 | $76,050-53.8% | $96,544-63.6% | $71,457-50.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 18.80% | 22.81%-4.0pp | 25.84%-7.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,073 | $2,244-7.6% | $2,965-30.1% | $2,588-19.9% |
| Participant deferral / active EE | $4,074 | $4,215-3.3% | $4,851-16.0% | $4,289-5.0% |
| Admin fee / account holder | $171 | $2,707-93.7% | $8,252-97.9% | $1,587-89.2% |