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 |
|---|---|---|
COMMERCE BANK1 year Filed as: COMMERCE STREET INV ADV DBA COMMERC Service code 27 1445 ROSS AVE, STE 2700 · DALLAS, TX 75202 | Advisory (Plan) | $15,950 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,805 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,006 |
ARMANINO LLP1 year Service code 13 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Contract Administrator | $3,005 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $265 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,874 | $93,182-26.1% | $146,665-53.0% | $79,386-13.2% |
| Participation rate | 83.6% | 76.4%+7.2pp | 80.1%+3.5pp | 70.7%+12.9pp |
| Annual return | 11.38% | 21.61%-10.2pp | 22.74%-11.4pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,242 | $2,420-48.7% | $4,136-70.0% | $2,427-48.9% |
| Participant deferral / active EE | $3,176 | $4,169-23.8% | $5,506-42.3% | $4,046-21.5% |
| Admin fee / account holder | $302 | $585-48.3% | $10,280-97.1% | $626-51.7% |