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 | $15,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,426 | $47,977-57.4% | $154,107-86.7% | $56,287-63.7% |
| Participation rate | 38.3% | 66.2%-27.9pp | 83.0%-44.7pp | 69.9%-31.5pp |
| Annual return | -5.72% | 3.54%-9.3pp | 735.12%-740.8pp | -9.96%+4.2pp |
| Employer contribution / active EE | $588 | $2,169-72.9% | $5,298-88.9% | $2,111-72.2% |
| Participant deferral / active EE | $970 | $2,392-59.4% | $5,081-80.9% | $3,350-71.0% |
| Admin fee / account holder | $148 | $438-66.3% | $13,411-98.9% | $521-71.6% |