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) | $76,530 |
STOCK YARDS BANK & TRUST1 year Filed as: STOCK YARDS BANK AND TRUST CO. Service code 99 · EIN 61-0354170 | Other Fees | $50,787 |
STROTHMAN AND COMPANY1 year Filed as: STROTHMAN Service code 10 · EIN 61-1191655 | Accounting | $5,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,787 | $185,342-63.4% | $111,297-39.1% | $86,799-21.9% |
| Participation rate | 78.6% | 81.0%-2.4pp | 77.3%+1.3pp | 72.3%+6.3pp |
| Annual return | 14.76% | 500.80%-486.0pp | 54.65%-39.9pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,645 | $2,246-26.7% | $2,731-39.8% | $2,405-31.6% |
| Participant deferral / active EE | $3,472 | $4,458-22.1% | $4,487-22.6% | $4,131-16.0% |
| Admin fee / account holder | $204 | $255-20.2% | $7,964-97.4% | $170+20.2% |