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 | $96,306 |
COMMERCE BANK4 years Filed as: THE COMMERCE TRUST COMPANY Service code 27 · EIN 48-0962626 | Advisory (Plan) | $95,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $49,465 | $110,699-55.3% | $177,821-72.2% | $90,288-45.2% |
| Participation rate | 66.4% | 88.3%-21.9pp | 87.7%-21.3pp | 73.4%-6.9pp |
| Annual return | 28.00% | 22.79%+5.2pp | 48.32%-20.3pp | 53.97%-26.0pp |
| Employer contribution / active EE | $2,755 | $4,118-33.1% | $5,918-53.5% | $2,524+9.1% |
| Participant deferral / active EE | $6,329 | $6,731-6.0% | $7,714-18.0% | $4,232+49.5% |
| Admin fee / account holder | $165 | $90+82.8% | $12,427-98.7% | $114+44.3% |