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 7-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,544 |
STOCK YARDS BANK & TRUST1 year Filed as: STOCK YARDS BANK AND TRUST CO. Service code 99 · EIN 61-0354170 | Other Fees | $12,150 |
STROTHMAN AND COMPANY1 year Service code 10 PO BOX 776702 · CHICAGO, IL 606776702 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,586 | $84,936-0.4% | $111,297-24.0% | $79,386+6.5% |
| Participation rate | 26.6% | 75.9%-49.2pp | 77.3%-50.7pp | 70.7%-44.1pp |
| Annual return | 15.07% | 17.45%-2.4pp | 54.65%-39.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $446 | $1,979-77.5% | $2,731-83.7% | $2,427-81.6% |
| Participant deferral / active EE | $2,319 | $3,888-40.4% | $4,487-48.3% | $4,046-42.7% |
| Admin fee / account holder | $359 | $537-33.2% | $7,964-95.5% | $626-42.7% |