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 ASSOCIATES10+ years Service code 27 233 BRECKENRIDGE LANE · LOUISVILLE, KY 40207 | Advisory (Plan) | $80,000 |
WITHUMSMITH+BROWN, PC5 years Filed as: FROST BROWN TODD Service code 29 P.O. BOX 70087 · LOUISVILLE, KY 402700087 | Legal | $51,345 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS INC Service code 33 1307 POINT STREET · BALTIMORE, MD 21231 | Participant loan processing; Particip... | $43,054 |
DEAN DORTON ALLEN FORD, PLLC10+ years Service code 10 435 N. WHITTINGTON PKWY, STE 400 · LOUISVILLE, KY 40222 | Accounting | $29,306 |
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 | $289,902 | $81,357+256.3% | $75,972+281.6% | $199,593+45.2% |
| Participation rate | 95.7% | 69.9%+25.8pp | 69.1%+26.7pp | 72.0%+23.8pp |
| Annual return | 14.56% | 16.32%-1.8pp | 359.55%-345.0pp | 34.25%-19.7pp |
| Employer contribution / active EE | $11,554 | $3,341+245.9% | $2,685+330.3% | $3,034+280.8% |
| Participant deferral / active EE | $11,597 | $4,710+146.2% | $4,255+172.5% | $5,087+128.0% |
| Admin fee / account holder | $130 | $144-10.0% | $6,467-98.0% | $269-51.6% |