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 BANK4+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $56,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,113 | $49,138+12.2% | $84,015-34.4% | $65,185-15.5% |
| Participation rate | 81.1% | 60.7%+20.4pp | 69.0%+12.1pp | 70.2%+10.9pp |
| Annual return | 4.02% | 23.00%-19.0pp | 71.31%-67.3pp | 29.38%-25.4pp |
| Employer contribution / active EE | $1,171 | $914+28.2% | $1,983-41.0% | $2,177-46.2% |
| Participant deferral / active EE | $3,156 | $2,397+31.7% | $3,239-2.5% | $3,514-10.2% |
| Admin fee / account holder | $313 | $543-42.5% | $6,101-94.9% | $847-63.1% |