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 ASSOCIATES8+ years Service code 27 233 BRECKENRIDGE LANE · LOUISVILLE, KY 40207 | Advisory (Plan) | $80,000 |
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,596 |
DEAN DORTON ALLEN FORD, PLLC8+ years Service code 10 435 N. WHITTINGTON PKWY, STE 400 · LOUISVILLE, KY 40222 | Accounting | $26,575 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,390 | $63,321+273.3% | $68,791+243.6% | $77,904+203.4% |
| Participation rate | 98.7% | 71.1%+27.6pp | 69.0%+29.7pp | 73.7%+25.0pp |
| Annual return | -16.86% | -6.50%-10.4pp | -6.38%-10.5pp | 12.21%-29.1pp |
| Employer contribution / active EE | $10,532 | $2,794+277.0% | $2,655+296.7% | $2,848+269.9% |
| Participant deferral / active EE | $10,928 | $4,029+171.2% | $3,941+177.3% | $4,806+127.4% |
| Admin fee / account holder | $97 | $104-7.3% | $4,932-98.0% | $133-27.0% |