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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $16,487 |
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 | $46,562 | $70,002-33.5% | $115,037-59.5% | $52,331-11.0% |
| Participation rate | 86.0% | 72.1%+13.8pp | 81.4%+4.6pp | 68.1%+17.8pp |
| Annual return | -0.22% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,357 | $2,715-13.2% | $4,608-48.8% | $1,882+25.3% |
| Participant deferral / active EE | $7,556 | $4,920+53.6% | $6,026+25.4% | $3,022+150.0% |
| Admin fee / account holder | $128 | $566-77.4% | $8,175-98.4% | $592-78.4% |