Filed February 9, 2026
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 |
|---|---|---|
DAILY ACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $19,597 |
Form 5500 reported that benefits due were not provided when due.
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 | $39,785 | $46,360-14.2% | $147,614-73.0% | $52,331-24.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.88% | 1.62%-0.7pp | 61.98%-61.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $6,713 | $2,126+215.7% | $5,564+20.6% | $1,882+256.7% |
| Participant deferral / active EE | $4,297 | $2,258+90.3% | $4,895-12.2% | $3,022+42.2% |
| Admin fee / account holder | $47 | $766-93.9% | $11,611-99.6% | $592-92.1% |