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 BANK3+ years Service code 15 · EIN 38-0415896 109 E FRONT STREET · TRAVERSE CITY, MI 49684 | Recordkeeping | $29,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,118 | $28,416-25.7% | $73,545-71.3% | $69,631-69.7% |
| Participation rate | 25.7% | 38.3%-12.6pp | 54.9%-29.2pp | 70.7%-45.0pp |
| Annual return | 13.68% | -694.13%+707.8pp | -15.16%+28.8pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $116 | $430-73.0% | $1,219-90.5% | $2,032-94.3% |
| Participant deferral / active EE | $534 | $897-40.5% | $1,806-70.4% | $3,224-83.4% |
| Admin fee / account holder | $107 | $104+2.4% | $2,320-95.4% | $110-3.2% |