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 |
|---|---|---|
TCF WEALTH MANAGEMENT1 year Service code 12 235 E. MAIN ST. · MIDLAND, MI 48641 | Trustee (directed); Named fiduciary; ... | $33,903 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,746 | $74,706-72.2% | $75,696-72.6% | $79,386-73.9% |
| Participation rate | 85.8% | 75.3%+10.5pp | 74.8%+11.0pp | 70.7%+15.1pp |
| Annual return | 19.69% | 18.52%+1.2pp | 104.53%-84.8pp | 116.85%-97.2pp |
| Employer contribution / active EE | $868 | $2,590-66.5% | $2,743-68.4% | $2,427-64.2% |
| Participant deferral / active EE | $2,475 | $3,533-30.0% | $3,821-35.2% | $4,046-38.8% |
| Admin fee / account holder | $193 | $374-48.6% | $3,619-94.7% | $626-69.2% |