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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,301 |
COMMERCE BANK2 years Filed as: THE COMMERCE TRUST COMPANY Service code 27 · EIN 48-0962626 | Advisory (Plan) | $57,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,872 | $82,546-61.4% | $140,016-77.2% | $75,289-57.7% |
| Participation rate | 60.6% | 88.4%-27.8pp | 87.5%-26.9pp | 72.4%-11.8pp |
| Annual return | -2.18% | -0.36%-1.8pp | 651.12%-653.3pp | -0.04%-2.1pp |
| Employer contribution / active EE | $1,825 | $3,856-52.7% | $5,606-67.4% | $2,405-24.1% |
| Participant deferral / active EE | $4,408 | $5,731-23.1% | $6,927-36.4% | $3,739+17.9% |
| Admin fee / account holder | $148 | $86+72.5% | $10,705-98.6% | $102+44.6% |