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 BANK9+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $28,275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,817 | $61,272-70.9% | $149,673-88.1% | $71,457-75.1% |
| Participation rate | 93.2% | 62.5%+30.7pp | 78.8%+14.4pp | 67.9%+25.2pp |
| Annual return | 12.85% | 35.85%-23.0pp | 134.42%-121.6pp | 28.85%-16.0pp |
| Employer contribution / active EE | $1,454 | $2,378-38.9% | $4,818-69.8% | $2,588-43.8% |
| Participant deferral / active EE | $1,740 | $2,917-40.3% | $5,680-69.4% | $4,289-59.4% |
| Admin fee / account holder | $202 | $1,261-84.0% | $13,210-98.5% | $1,587-87.3% |