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 BANK10+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $29,989 |
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 | $21,472 | $55,415-61.3% | $155,509-86.2% | $74,495-71.2% |
| Participation rate | 75.7% | 61.9%+13.8pp | 78.2%-2.5pp | 67.2%+8.5pp |
| Annual return | 10.16% | 268.50%-258.3pp | 64.67%-54.5pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,533 | $2,267-32.4% | $4,672-67.2% | $2,623-41.5% |
| Participant deferral / active EE | $1,543 | $2,836-45.6% | $5,626-72.6% | $4,346-64.5% |
| Admin fee / account holder | $213 | $1,738-87.8% | $15,912-98.7% | $1,942-89.0% |