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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 BANK7+ years Filed as: THE COMMERCE TRUST COMPANY Service code 16 · EIN 48-0962626 | Consulting | $91,606 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,831 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,477 | $64,612+29.2% | $86,436-3.4% | $64,808+28.8% |
| Participation rate | 96.6% | 81.5%+15.1pp | 80.3%+16.3pp | 71.5%+25.1pp |
| Annual return | -18.72% | 0.66%-19.4pp | 4394.89%-4413.6pp | 32.82%-51.5pp |
| Employer contribution / active EE | $3,165 | $2,744+15.3% | $3,769-16.0% | $2,506+26.3% |
| Participant deferral / active EE | $7,796 | $7,497+4.0% | $6,952+12.2% | $4,310+80.9% |
| Admin fee / account holder | $163 | $169-3.3% | $6,731-97.6% | $188-13.0% |