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 9-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 Service code 13 · EIN 38-2022454 | Contract Administrator | $31,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,697 | $36,767+8.0% | $81,478-51.3% | $62,292-36.3% |
| Participation rate | 61.6% | 54.4%+7.1pp | 68.0%-6.4pp | 69.5%-7.9pp |
| Annual return | 15.42% | 173.80%-158.4pp | 38.78%-23.4pp | 28.90%-13.5pp |
| Employer contribution / active EE | $462 | $1,128-59.0% | $2,568-82.0% | $2,042-77.4% |
| Participant deferral / active EE | $1,173 | $2,111-44.4% | $3,537-66.8% | $3,169-63.0% |
| Admin fee / account holder | $280 | $797-64.9% | $4,561-93.9% | $479-41.7% |