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 BANK1 year Filed as: 1ST GLOBAL ADVISORS, INC. Service code 27 PO BOX 743248 · DALLAS, TX 75374 | Advisory (Plan) | $6,693 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,544 | $66,302-76.6% | $110,238-85.9% | $56,287-72.4% |
| Participation rate | 77.6% | 74.9%+2.7pp | 79.8%-2.2pp | 69.9%+7.7pp |
| Annual return | -7.03% | -1.18%-5.9pp | 314.74%-321.8pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,779 | $2,047-13.1% | $3,826-53.5% | $2,111-15.7% |
| Participant deferral / active EE | $2,843 | $3,381-15.9% | $4,672-39.1% | $3,350-15.1% |
| Admin fee / account holder | $134 | $698-80.8% | $8,547-98.4% | $521-74.3% |