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 |
|---|---|---|
EDWARDS AND LEATHERS, P.C.3+ years Filed as: EDWARDS D JONES & CO L P Service code 53 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Insurance Commissions | $6,779 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $3,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,963 | $71,666-58.2% | $117,854-74.6% | $69,631-57.0% |
| Participation rate | 42.5% | 77.5%-35.1pp | 79.7%-37.2pp | 70.7%-28.2pp |
| Annual return | 15.78% | 18.86%-3.1pp | 335.08%-319.3pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,185 | $3,340-64.5% | $4,482-73.6% | $3,224-63.2% |
| Admin fee / account holder | $13 | $120-89.0% | $8,020-99.8% | $110-88.1% |