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 BANK7+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $26,401 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,031 | $95,416-84.2% | $185,823-91.9% | $85,850-82.5% |
| Participation rate | 95.1% | 68.8%+26.3pp | 81.7%+13.4pp | 69.3%+25.7pp |
| Annual return | 24.87% | 23.59%+1.3pp | 122.05%-97.2pp | 318.53%-293.7pp |
| Employer contribution / active EE | $2,002 | $3,314-39.6% | $5,167-61.3% | $2,565-22.0% |
| Participant deferral / active EE | $1,909 | $3,423-44.2% | $5,568-65.7% | $3,952-51.7% |
| Admin fee / account holder | $167 | $7,213-97.7% | $16,237-99.0% | $6,260-97.3% |