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 BANK3 years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $29,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,182 | $59,263-32.2% | $96,562-58.4% | $79,386-49.4% |
| Participation rate | 59.7% | 61.9%-2.2pp | 69.8%-10.2pp | 70.7%-11.0pp |
| Annual return | 10.38% | 27.07%-16.7pp | 37.78%-27.4pp | 116.85%-106.5pp |
| Employer contribution / active EE | $1,183 | $1,216-2.7% | $2,356-49.8% | $2,427-51.3% |
| Participant deferral / active EE | $1,962 | $2,948-33.5% | $3,849-49.0% | $4,046-51.5% |
| Admin fee / account holder | $272 | $658-58.8% | $6,181-95.6% | $626-56.6% |