See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $25,623 |
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 | $70,920 | $31,109+128.0% | $67,711+4.7% | $52,331+35.5% |
| Participation rate | 78.9% | 54.0%+24.9pp | 67.5%+11.4pp | 68.1%+10.8pp |
| Annual return | -0.22% | 23.70%-23.9pp | 25.41%-25.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $590 | $1,076-45.1% | $2,559-76.9% | $1,882-68.6% |
| Participant deferral / active EE | $3,129 | $1,970+58.8% | $3,585-12.7% | $3,022+3.5% |
| Admin fee / account holder | $173 | $466-62.9% | $4,255-95.9% | $592-70.7% |