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 ASSOCIATES9+ years Service code 27 233 BRECKENRIDGE LANE · LOUISVILLE, KY 40207 | Advisory (Plan) | $80,000 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RPS INC Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Participant communication; Securities... | $41,179 |
DEAN DORTON ALLEN FORD, PLLC9+ years Service code 10 435 N. WHITTINGTON PKWY, STE 400 · LOUISVILLE, KY 40222 | Accounting | $27,300 |
WITHUMSMITH+BROWN, PC4 years Filed as: FROST BROWN TODD Service code 29 P.O. BOX 70087 · LOUISVILLE, KY 402700087 | Legal | $5,107 |
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 | $268,731 | $70,115+283.3% | $70,515+281.1% | $80,160+235.2% |
| Participation rate | 98.5% | 71.7%+26.8pp | 68.3%+30.1pp | 72.9%+25.6pp |
| Annual return | 17.72% | 134.51%-116.8pp | 32.77%-15.0pp | 40.38%-22.7pp |
| Employer contribution / active EE | $10,963 | $3,021+262.9% | $2,973+268.7% | $2,978+268.2% |
| Participant deferral / active EE | $11,187 | $4,495+148.9% | $4,567+145.0% | $5,017+123.0% |
| Admin fee / account holder | $101 | $112-10.3% | $6,412-98.4% | $145-30.6% |