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 |
|---|---|---|
CHEMICAL BANK1 year Filed as: CHEMICAL BANK WEALTH MANAGEMENT Service code 12 235 E MAIN STREET · MIDLAND, MI 486412049 | Trustee (directed); Trustee (bank, tr... | $12,010 |
HUNGERFORD NICHOLS3+ years Filed as: HUNGERFORD NICHOLAS Service code 10 · EIN 38-2184825 | Accounting | $7,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,960 | $55,002-74.6% | $59,878-76.7% | $56,287-75.2% |
| Participation rate | 78.8% | 75.9%+2.9pp | 74.7%+4.1pp | 69.9%+9.0pp |
| Annual return | 29.28% | 1.13%+28.1pp | 3.46%+25.8pp | -9.96%+39.2pp |
| Employer contribution / active EE | $854 | $2,448-65.1% | $2,722-68.6% | $2,111-59.5% |
| Participant deferral / active EE | $2,279 | $3,121-27.0% | $3,402-33.0% | $3,350-32.0% |
| Admin fee / account holder | $162 | $236-31.4% | $3,590-95.5% | $521-69.0% |