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 |
|---|---|---|
TCF WEALTH MANAGEMENT1 year Service code 12 235 E. MAIN ST. · MIDLAND, MI 48641 | Recordkeeping and information managem... | $15,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,586 | $58,879-32.8% | $178,490-77.8% | $73,488-46.1% |
| Participation rate | 69.7% | 66.2%+3.5pp | 81.9%-12.2pp | 70.7%-1.0pp |
| Annual return | 12.60% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,367 | $2,236-38.9% | $5,011-72.7% | $2,270-39.8% |
| Participant deferral / active EE | $857 | $2,567-66.6% | $5,202-83.5% | $3,740-77.1% |
| Admin fee / account holder | $224 | $400-43.9% | $13,984-98.4% | $513-56.3% |