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 & TRUST1 year Service code 27 · EIN 61-0354170 | Advisory (Plan) | $50,598 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,628 |
LBMC, PC1 year Service code 49 · EIN 62-1199757 | Other Services | $11,000 |
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 | $81,723 | $88,890-8.1% | $102,423-20.2% | $77,643+5.3% |
| Participation rate | 70.7% | 80.9%-10.2pp | 76.5%-5.8pp | 70.6%+0.2pp |
| Annual return | 14.41% | 24.98%-10.6pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,314 | $2,698-51.3% | $3,023-56.5% | $2,726-51.8% |
| Participant deferral / active EE | $3,554 | $5,145-30.9% | $5,053-29.7% | $4,647-23.5% |
| Admin fee / account holder | $284 | $235+20.8% | $9,451-97.0% | $430-33.9% |