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 |
|---|---|---|
Filed as: VOYA RETIRMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $74,348 |
STOCK YARDS BANK & TRUST2 years Filed as: STOCK YARDS BANK AND TRUST CO. Service code 99 · EIN 61-0354170 | Other Fees | $46,971 |
STROTHMAN AND COMPANY1 year Service code 10 · EIN 61-1191655 | Accounting | $9,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,039 | $72,254-21.1% | $86,677-34.2% | $64,808-12.0% |
| Participation rate | 76.0% | 80.4%-4.5pp | 76.6%-0.6pp | 71.5%+4.5pp |
| Annual return | -15.51% | 392.42%-407.9pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,849 | $2,393-22.7% | $2,836-34.8% | $2,506-26.2% |
| Participant deferral / active EE | $3,364 | $4,658-27.8% | $4,656-27.7% | $4,310-21.9% |
| Admin fee / account holder | $212 | $174+22.1% | $7,493-97.2% | $188+13.0% |