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 BANK5+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 48-0962626 | Consulting | $46,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,733 |
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 | $96,207 | $78,781+22.1% | $100,516-4.3% | $73,409+31.1% |
| Participation rate | 95.5% | 80.0%+15.5pp | 79.4%+16.1pp | 72.2%+23.4pp |
| Annual return | 19.17% | 31.69%-12.5pp | 30.89%-11.7pp | 59.29%-40.1pp |
| Employer contribution / active EE | $1,086 | $2,420-55.1% | $3,418-68.2% | $2,234-51.4% |
| Participant deferral / active EE | $6,007 | $6,537-8.1% | $6,270-4.2% | $3,805+57.9% |
| Admin fee / account holder | $94 | $145-35.4% | $8,081-98.8% | $158-40.6% |