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 BANK3 years Filed as: CHEMICAL BANK WEALTH MANAGEMENT Service code 12 235 E. MAIN ST. · MIDLAND, MI 48641 | Trustee (directed); Participant commu... | $18,832 |
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 | $19,685 | $65,322-69.9% | $70,449-72.1% | $73,488-73.2% |
| Participation rate | 86.2% | 77.0%+9.3pp | 75.1%+11.2pp | 70.7%+15.5pp |
| Annual return | 13.04% | 15.71%-2.7pp | 109.03%-96.0pp | 28.51%-15.5pp |
| Employer contribution / active EE | $967 | $2,460-60.7% | $2,737-64.7% | $2,270-57.4% |
| Participant deferral / active EE | $2,745 | $3,375-18.7% | $3,709-26.0% | $3,740-26.6% |
| Admin fee / account holder | $143 | $214-33.4% | $3,845-96.3% | $513-72.2% |