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 | $29,714 |
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 | $73,479 | $54,320+35.3% | $67,652+8.6% | $52,331+40.4% |
| Participation rate | 73.8% | 73.6%+0.2pp | 75.7%-1.8pp | 68.1%+5.7pp |
| Annual return | 0.89% | 6.81%-5.9pp | 6625.04%-6624.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,822 | $1,544+18.0% | $2,266-19.6% | $1,882-3.2% |
| Participant deferral / active EE | $3,455 | $2,950+17.1% | $3,560-2.9% | $3,022+14.3% |
| Admin fee / account holder | $138 | $527-73.8% | $4,821-97.1% | $592-76.6% |