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 |
|---|---|---|
STOCK YARDS BANK & TRUST3 years Service code 15 200 S FIFTH STREET · LOUISVILLE, KY 40202 | Recordkeeping | $19,815 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,969 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,970 | $65,409-8.3% | $98,442-39.1% | $85,850-30.1% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 14.12% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,115 | $2,168-48.5% | $2,960-62.3% | $2,565-56.5% |
| Participant deferral / active EE | $2,275 | $3,166-28.2% | $4,276-46.8% | $3,952-42.4% |
| Admin fee / account holder | $308 | $4,593-93.3% | $5,949-94.8% | $6,260-95.1% |