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 | $24,279 |
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 | $12,110 | $73,867-83.6% | $143,757-91.6% | $68,494-82.3% |
| Participation rate | 94.8% | 66.7%+28.2pp | 80.3%+14.5pp | 67.9%+27.0pp |
| Annual return | -12.43% | 1.01%-13.4pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,536 | $3,184-51.8% | $4,951-69.0% | $2,596-40.8% |
| Participant deferral / active EE | $1,497 | $3,384-55.8% | $5,637-73.4% | $4,027-62.8% |
| Admin fee / account holder | $139 | $5,755-97.6% | $14,673-99.1% | $5,403-97.4% |