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 |
|---|---|---|
STOCK YARDS BANK & TRUST3 years Filed as: STOCK YARDS BANK AND TRUST CO. Service code 99 · EIN 61-0354170 | Other Fees | $36,262 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,237 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,143 | $99,078-19.1% | $96,544-17.0% | $74,419+7.7% |
| Participation rate | 79.3% | 80.7%-1.4pp | 76.0%+3.3pp | 70.7%+8.5pp |
| Annual return | 17.08% | 22.48%-5.4pp | 25.84%-8.8pp | 34.38%-17.3pp |
| Employer contribution / active EE | $2,615 | $2,570+1.8% | $2,965-11.8% | $2,637-0.8% |
| Participant deferral / active EE | $4,090 | $4,933-17.1% | $4,851-15.7% | $4,528-9.7% |
| Admin fee / account holder | $227 | $225+1.0% | $8,252-97.3% | $348-34.8% |