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 BANK1 year Service code 15 100 N MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $39,311 |
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 | $56,733 | $79,184-28.4% | $102,438-44.6% | $74,546-23.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 14.77% | 54.95%-40.2pp | 29.37%-14.6pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $2,163 | $2,362-8.4% | $3,024-28.4% | $2,624-17.6% |
| Participant deferral / active EE | $3,595 | $4,414-18.6% | $5,054-28.9% | $4,347-17.3% |
| Admin fee / account holder | $296 | $2,001-85.2% | $9,448-96.9% | $1,944-84.8% |