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 BANK4+ years Filed as: CHEMICAL BANK WEALTH MANAGEMENT Service code 12 235 E MAIN STREET · MIDLAND, MI 486412049 | Named fiduciary; Recordkeeping and in... | $25,291 |
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 | $22,918 | $47,977-52.2% | $154,107-85.1% | $56,287-59.3% |
| Participation rate | 86.3% | 66.2%+20.1pp | 83.0%+3.2pp | 69.9%+16.4pp |
| Annual return | -6.00% | 3.54%-9.5pp | 735.12%-741.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,427 | $2,169-34.2% | $5,298-73.1% | $2,111-32.4% |
| Participant deferral / active EE | $855 | $2,392-64.3% | $5,081-83.2% | $3,350-74.5% |
| Admin fee / account holder | $151 | $438-65.4% | $13,411-98.9% | $521-70.9% |