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 |
|---|---|---|
STEGNER INVESTMENT ASSOCIATES11+ years Service code 27 233 BRECKENRIDGE LANE · LOUISVILLE, KY 40207 | Advisory (Plan) | $111,058 |
T ROWE PRICE RPS INC11+ years Filed as: T. ROWE PRICE RPS INC Service code 33 1307 POINT STREET · BALTIMORE, MD 21231 | Participant loan processing; Other fe... | $92,026 |
DEAN DORTON ALLEN FORD, PLLC11+ years Service code 10 435 N. WHITTINGTON PKWY, STE 400 · LOUISVILLE, KY 40222 | Accounting | $29,100 |
WITHUMSMITH+BROWN, PC6 years Filed as: FROST BROWN TODD Service code 29 P.O. BOX 70087 · LOUISVILLE, KY 402700087 | Legal | $10,062 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,744 | $94,876+238.1% | $82,389+289.3% | $102,872+211.8% |
| Participation rate | 96.0% | 70.6%+25.5pp | 69.5%+26.5pp | 73.0%+23.0pp |
| Annual return | 15.38% | 17.83%-2.5pp | 28.67%-13.3pp | 19.06%-3.7pp |
| Employer contribution / active EE | $12,062 | $3,789+218.3% | $2,517+379.2% | $3,526+242.0% |
| Participant deferral / active EE | $12,179 | $4,496+170.9% | $4,155+193.1% | $5,535+120.0% |
| Admin fee / account holder | $150 | $214-29.9% | $7,231-97.9% | $292-48.6% |