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 BANK11+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $31,604 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,722 | $49,915-58.5% | $154,803-86.6% | $74,304-72.1% |
| Participation rate | 75.0% | 54.0%+21.0pp | 78.1%-3.1pp | 60.3%+14.7pp |
| Annual return | 12.12% | 34.06%-21.9pp | 58.88%-46.8pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,586 | $1,611-1.6% | $4,305-63.2% | $2,241-29.2% |
| Participant deferral / active EE | $1,607 | $2,255-28.7% | $5,540-71.0% | $3,767-57.3% |
| Admin fee / account holder | $214 | $2,189-90.2% | $14,329-98.5% | $2,969-92.8% |