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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $71,184 |
STOCK YARDS BANK & TRUST1 year Filed as: STOCK YARDS BANK & TRUST COMPANY Service code 99 · EIN 61-0354170 | Other Fees | $14,519 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $13,798 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,900 | $79,519-13.4% | $95,952-28.2% | $73,409-6.1% |
| Participation rate | 77.7% | 81.2%-3.4pp | 77.1%+0.7pp | 72.2%+5.6pp |
| Annual return | 15.90% | 19.20%-3.3pp | 91.61%-75.7pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,916 | $2,048-6.4% | $2,541-24.6% | $2,234-14.2% |
| Participant deferral / active EE | $3,269 | $4,138-21.0% | $4,167-21.5% | $3,805-14.1% |
| Admin fee / account holder | $244 | $184+32.1% | $6,795-96.4% | $158+54.2% |