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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.
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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 | $5,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,585 | $32,913-19.2% | $80,004-66.8% | $59,188-55.1% |
| Participation rate | 24.4% | 56.9%-32.5pp | 73.0%-48.6pp | 69.4%-45.0pp |
| Annual return | 2.85% | 1.16%+1.7pp | 7.63%-4.8pp | 5.51%-2.7pp |
| Employer contribution / active EE | $195 | $789-75.3% | $2,473-92.1% | $2,098-90.7% |
| Participant deferral / active EE | $810 | $1,686-51.9% | $3,204-74.7% | $3,265-75.2% |
| Admin fee / account holder | $8 | $40-79.6% | $5,033-99.8% | $92-91.1% |