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 |
|---|---|---|
1ST SOURCE BANK3+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $53,963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,424 | $42,548+37.3% | $74,550-21.6% | $56,287+3.8% |
| Participation rate | 82.6% | 60.5%+22.1pp | 69.1%+13.4pp | 69.9%+12.7pp |
| Annual return | 9.88% | 12.40%-2.5pp | 32.53%-22.7pp | -9.96%+19.8pp |
| Employer contribution / active EE | $1,146 | $855+34.0% | $1,961-41.6% | $2,111-45.7% |
| Participant deferral / active EE | $3,068 | $2,277+34.7% | $3,108-1.3% | $3,350-8.4% |
| Admin fee / account holder | $333 | $467-28.7% | $5,060-93.4% | $521-36.1% |