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 BANK4 years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $28,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,629 | $49,451-32.0% | $79,550-57.7% | $66,914-49.7% |
| Participation rate | 50.8% | 61.3%-10.5pp | 69.5%-18.7pp | 69.8%-19.0pp |
| Annual return | -14.89% | 84.25%-99.1pp | 0.16%-15.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $947 | $1,266-25.2% | $2,413-60.8% | $2,544-62.8% |
| Participant deferral / active EE | $1,635 | $3,159-48.2% | $3,985-59.0% | $4,237-61.4% |
| Admin fee / account holder | $273 | $595-54.1% | $6,832-96.0% | $593-54.0% |