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 |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $106,102 |
BAIRD INSURANCE SERVICES INC7 years Filed as: HILLIARD LYONS - A BAIRD COMPANY Service code 26 10200 FOREST GREEN BLVD. · LOUISVILLE, KY 40223 | Advisory (Participants) | $43,110 |
STOCK YARDS BANK & TRUST10+ years Service code 26 P.O. BOX 34290 · LOUISVILLE, KY 402324290 | Advisory (Participants) | $24,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $498,562 | $81,248+513.6% | $155,509+220.6% | $80,856+516.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.60% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $35,303 | $3,100+1038.7% | $4,672+655.6% | $2,755+1181.5% |
| Participant deferral / active EE | $22,269 | $3,452+545.2% | $5,626+295.8% | $4,296+418.4% |
| Admin fee / account holder | $1,243 | $7,997-84.5% | $15,912-92.2% | $6,918-82.0% |