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 | $12,605 |
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 | $62,214 | $204,754-69.6% | $94,224-34.0% | - |
| Participation rate | 98.8% | 62.0%+36.8pp | 78.8%+20.0pp | - |
| Annual return | 2.06% | -1.02%+3.1pp | 10.68%-8.6pp | - |
| Employer contribution / active EE | $2,355 | $1,251+88.3% | $3,587-34.3% | - |
| Participant deferral / active EE | $2,781 | $2,009+38.4% | $4,320-35.6% | - |
| Admin fee / account holder | $46 | $13,693-99.7% | $6,269-99.3% | - |