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 25 235 E. MAIN ST. · MIDLAND, MI 48641 | Directed Trustee | $16,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,748 | $73,638-58.2% | $95,952-68.0% | $73,488-58.2% |
| Participation rate | 36.4% | 76.2%-39.7pp | 77.1%-40.6pp | 70.7%-34.3pp |
| Annual return | 12.42% | 16.78%-4.4pp | 91.61%-79.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $859 | $3,617-76.3% | $4,167-79.4% | $3,740-77.0% |
| Admin fee / account holder | $226 | $482-53.2% | $6,795-96.7% | $513-56.0% |