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 BANK8+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $28,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,875 | $86,655-56.3% | $119,609-68.3% | $66,914-43.4% |
| Participation rate | 43.0% | 75.6%-32.6pp | 79.3%-36.3pp | 69.8%-26.8pp |
| Annual return | -14.02% | -8.00%-6.0pp | -14.97%+1.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,295 | $2,536-48.9% | $4,232-69.4% | $2,544-49.1% |
| Participant deferral / active EE | $2,166 | $4,358-50.3% | $5,602-61.3% | $4,237-48.9% |
| Admin fee / account holder | $217 | $755-71.2% | $10,323-97.9% | $593-63.3% |