See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHEMICAL BANK2+ years Filed as: CHEMICAL BANK WEALTH MANAGEMENT Service code 12 235 E MAIN STREET · MIDLAND, MI 486412049 | Investment advisory (plan); Named fid... | $18,775 |
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 | $21,309 | $46,732-54.4% | $156,549-86.4% | $55,167-61.4% |
| Participation rate | 97.8% | 65.8%+32.0pp | 84.0%+13.7pp | 69.0%+28.8pp |
| Annual return | 8.03% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,505 | $2,105-28.5% | $5,501-72.6% | $1,963-23.3% |
| Participant deferral / active EE | $1,067 | $2,204-51.6% | $4,871-78.1% | $3,054-65.1% |
| Admin fee / account holder | $127 | $418-69.6% | $13,027-99.0% | $504-74.7% |