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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $27,752 |
PRAIRIE CAPITAL ADVISORS2 years Filed as: PRAIRIE CAPITAL ADVISORS INC Service code 34 312 S 4TH ST STE 700 · LOUISVILLE, KY 40202 | Valuation (appraisals, etc.) | $16,475 |
STITES & HARBISON1 year Service code 29 400 W MARKET ST STE 1800 · LOUISVILLE, KY 40202 | Legal | $15,168 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN CPAS Service code 10 PO BOX 1390 · RICHMOND, KY 40475 | Accounting | $8,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,219 | $69,159-92.5% | $125,175-95.8% | $67,579-92.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 79.8%+0.2pp | 71.3%+8.7pp |
| Annual return | 7.26% | 27.12%-19.9pp | 43.79%-36.5pp | 378.56%-371.3pp |
| Employer contribution / active EE | $288 | $2,023-85.8% | $3,865-92.6% | $2,148-86.6% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $88 | $142-38.1% | $9,702-99.1% | $142-38.3% |