See peer percentile detail with Solo.
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 10-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 BANK5 years Filed as: THE COMMERCE TRUST COMPANY Service code 27 · EIN 48-0962626 | Advisory (Plan) | $127,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $103,042 |
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 | $55,877 | $118,337-52.8% | $189,513-70.5% | $93,030-39.9% |
| Participation rate | 70.9% | 89.1%-18.2pp | 87.8%-16.9pp | 73.9%-3.0pp |
| Annual return | 18.01% | 21.77%-3.8pp | 555.15%-537.1pp | 158.70%-140.7pp |
| Employer contribution / active EE | $2,746 | $4,204-34.7% | $6,162-55.4% | $2,706+1.5% |
| Participant deferral / active EE | $7,068 | $7,123-0.8% | $8,221-14.0% | $4,562+54.9% |
| Admin fee / account holder | $172 | $100+72.6% | $12,045-98.6% | $152+13.4% |