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 BANK2 years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $46,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,104 | $84,487-0.5% | $125,339-32.9% | $66,914+25.7% |
| Participation rate | 36.5% | 76.4%-39.9pp | 82.4%-45.9pp | 69.8%-33.3pp |
| Annual return | -18.47% | -8.39%-10.1pp | 572.05%-590.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,409 | $3,553-60.3% | $4,814-70.7% | $2,544-44.6% |
| Participant deferral / active EE | $3,362 | $6,781-50.4% | $7,446-54.9% | $4,237-20.7% |
| Admin fee / account holder | $490 | $685-28.4% | $10,010-95.1% | $593-17.4% |