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 | $82,020 |
COMMERCE BANK3 years Filed as: THE COMMERCE TRUST COMPANY Service code 27 · EIN 48-0962626 | Advisory (Plan) | $70,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,042 | $95,776-57.1% | $162,163-74.7% | $77,787-47.2% |
| Participation rate | 58.3% | 88.6%-30.4pp | 87.6%-29.3pp | 73.2%-14.9pp |
| Annual return | 30.57% | 37.03%-6.5pp | 115.59%-85.0pp | 32.57%-2.0pp |
| Employer contribution / active EE | $1,939 | $3,874-49.9% | $5,614-65.5% | $2,504-22.6% |
| Participant deferral / active EE | $4,662 | $6,125-23.9% | $7,298-36.1% | $3,967+17.5% |
| Admin fee / account holder | $157 | $88+79.2% | $10,843-98.6% | $100+57.0% |