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 BANK9+ years Service code 15 100 N. MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $65,741 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,280 | $59,417-13.7% | $93,606-45.2% | $74,495-31.2% |
| Participation rate | 88.0% | 59.7%+28.3pp | 68.7%+19.3pp | 67.2%+20.8pp |
| Annual return | 18.91% | 81.83%-62.9pp | 133.20%-114.3pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $1,661 | $1,264+31.4% | $2,420-31.4% | $2,623-36.7% |
| Participant deferral / active EE | $4,499 | $3,050+47.5% | $4,411+2.0% | $4,346+3.5% |
| Admin fee / account holder | $299 | $3,021-90.1% | $8,285-96.4% | $1,942-84.6% |