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 9-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 BANK9+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 48-0962626 | Consulting | $82,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,013 | $89,808+22.5% | $100,391+9.6% | $77,643+41.7% |
| Participation rate | 96.4% | 81.2%+15.2pp | 81.5%+14.9pp | 70.6%+25.8pp |
| Annual return | 17.39% | 20.62%-3.2pp | 49.20%-31.8pp | 31.24%-13.9pp |
| Employer contribution / active EE | $2,414 | $3,039-20.6% | $3,942-38.8% | $2,726-11.4% |
| Participant deferral / active EE | $8,167 | $8,284-1.4% | $8,082+1.1% | $4,647+75.7% |
| Admin fee / account holder | $138 | $174-20.7% | $7,899-98.2% | $430-67.9% |