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 | $52,286 |
INTERSERV, LLC1+ years Service code 27 · EIN 51-6000279 | Advisory (Plan) | $32,602 |
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 | $92,344 | $68,413+35.0% | $123,104-25.0% | $55,191+67.3% |
| Participation rate | 96.3% | 84.5%+11.8pp | 86.8%+9.6pp | 69.2%+27.2pp |
| Annual return | 2.22% | 6.30%-4.1pp | 13.22%-11.0pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,661 | $3,050-12.8% | $5,151-48.3% | $1,899+40.1% |
| Participant deferral / active EE | $5,882 | $4,490+31.0% | $6,230-5.6% | $3,046+93.1% |
| Admin fee / account holder | $262 | $88+198.4% | $9,015-97.1% | $91+188.6% |