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 | $4,606 |
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 | $26,091 | $46,732-44.2% | $156,549-83.3% | $55,167-52.7% |
| Participation rate | 57.1% | 65.8%-8.7pp | 84.0%-26.9pp | 69.0%-11.9pp |
| Annual return | 11.56% | 17.72%-6.2pp | 32.23%-20.7pp | 169.23%-157.7pp |
| Employer contribution / active EE | $810 | $2,105-61.5% | $5,501-85.3% | $1,963-58.7% |
| Participant deferral / active EE | $1,179 | $2,204-46.5% | $4,871-75.8% | $3,054-61.4% |
| Admin fee / account holder | $29 | $418-93.1% | $13,027-99.8% | $504-94.3% |