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 3-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 BANK1+ years Service code 10 100 N. MICHIGAN ST. · SOUTH BEND, IN 46601 | Accounting | $4,050 |
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 | $18,039 | $42,901-58.0% | $91,220-80.2% | $64,808-72.2% |
| Participation rate | 71.5% | 68.1%+3.4pp | 73.2%-1.7pp | 71.5%+0.1pp |
| Annual return | -12.31% | -13.53%+1.2pp | 114.01%-126.3pp | 32.82%-45.1pp |
| Employer contribution / active EE | $2,467 | $1,571+57.1% | $2,850-13.4% | $2,506-1.6% |
| Participant deferral / active EE | $3,911 | $3,501+11.7% | $4,234-7.6% | $4,310-9.3% |
| Admin fee / account holder | $13 | $131-90.4% | $5,420-99.8% | $188-93.3% |