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 | $14,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,945 | $55,453-62.2% | $170,442-87.7% | $62,292-66.4% |
| Participation rate | 36.1% | 66.4%-30.2pp | 83.6%-47.5pp | 69.5%-33.4pp |
| Annual return | 15.69% | 21.38%-5.7pp | 205.93%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $523 | $2,164-75.8% | $5,433-90.4% | $2,042-74.4% |
| Participant deferral / active EE | $980 | $2,303-57.5% | $4,939-80.2% | $3,169-69.1% |
| Admin fee / account holder | $139 | $455-69.4% | $13,880-99.0% | $479-70.9% |