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 BANK8+ years Service code 15 100 N. MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $62,747 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,212 | $54,701+0.9% | $86,188-35.9% | $71,457-22.7% |
| Participation rate | 79.1% | 60.1%+19.0pp | 69.0%+10.1pp | 67.9%+11.1pp |
| Annual return | -5.92% | 20.06%-26.0pp | 1168.45%-1174.4pp | 28.85%-34.8pp |
| Employer contribution / active EE | $1,422 | $1,265+12.4% | $2,380-40.3% | $2,588-45.1% |
| Participant deferral / active EE | $3,809 | $3,108+22.6% | $3,985-4.4% | $4,289-11.2% |
| Admin fee / account holder | $334 | $1,922-82.6% | $6,852-95.1% | $1,587-79.0% |