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 |
|---|---|---|
MACATAWA BANK7 years Service code 15 · EIN 38-3378283 | Recordkeeping | $14,365 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,802 | $65,435-10.1% | $86,677-32.2% | $66,914-12.1% |
| Participation rate | 84.8% | 75.5%+9.3pp | 76.6%+8.2pp | 69.8%+15.0pp |
| Annual return | -19.18% | -10.89%-8.3pp | 35.91%-55.1pp | 1.58%-20.8pp |
| Employer contribution / active EE | $2,281 | $2,153+6.0% | $2,836-19.6% | $2,544-10.3% |
| Participant deferral / active EE | $3,604 | $4,100-12.1% | $4,656-22.6% | $4,237-14.9% |
| Admin fee / account holder | $176 | $642-72.5% | $7,493-97.6% | $593-70.3% |