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 BANK2 years Filed as: CHEMICAL BANK WEALTH MANAGEMENT Service code 12 235 E MAIN STREET · MIDLAND, MI 486412049 | Recordkeeping fees; Recordkeeping and... | $17,568 |
HUNGERFORD NICHOLS4+ years Filed as: HUNGERFORD NICHOLAS Service code 10 · EIN 38-2184825 | Accounting | $8,100 |
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 | $16,515 | $60,795-72.8% | $69,455-76.2% | $65,185-74.7% |
| Participation rate | 86.3% | 74.9%+11.5pp | 74.6%+11.7pp | 70.2%+16.1pp |
| Annual return | 13.93% | 17.46%-3.5pp | 28.97%-15.0pp | 29.38%-15.5pp |
| Employer contribution / active EE | $888 | $2,452-63.8% | $2,779-68.1% | $2,177-59.2% |
| Participant deferral / active EE | $2,740 | $3,162-13.3% | $3,535-22.5% | $3,514-22.0% |
| Admin fee / account holder | $171 | $314-45.6% | $3,839-95.6% | $847-79.9% |