See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK6+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $38,517 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,159 | $54,573-52.1% | $90,951-71.2% | $73,488-64.4% |
| Participation rate | 92.4% | 61.2%+31.2pp | 69.0%+23.4pp | 70.7%+21.7pp |
| Annual return | 9.22% | 16.69%-7.5pp | 134.60%-125.4pp | 28.51%-19.3pp |
| Employer contribution / active EE | $1,277 | $991+28.8% | $2,122-39.8% | $2,270-43.8% |
| Participant deferral / active EE | $2,617 | $2,517+4.0% | $3,373-22.4% | $3,740-30.0% |
| Admin fee / account holder | $179 | $521-65.6% | $5,959-97.0% | $513-65.1% |