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 9-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 BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 48-0962626 | Consulting | $52,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,581 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 61 · EIN 26-4310632 | Finders' fees / placement fees | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,381 | $65,592+18.0% | $90,160-14.2% | $69,631+11.1% |
| Participation rate | 95.5% | 77.6%+17.9pp | 76.9%+18.7pp | 70.7%+24.8pp |
| Annual return | 20.65% | 57.10%-36.4pp | 34.88%-14.2pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $1,651 | $2,193-24.7% | $3,318-50.2% | $2,032-18.8% |
| Participant deferral / active EE | $4,704 | $5,257-10.5% | $5,288-11.0% | $3,224+45.9% |
| Admin fee / account holder | $111 | $86+29.8% | $5,943-98.1% | $110+0.7% |