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 |
|---|---|---|
DAILY ACCESS CORPORATION6+ years Filed as: DAILY ACCESS Service code 15 · EIN 63-1156117 307 UNIVERSITY BLVD. NORTH · MOBILE, AL 36688 | Recordkeeping | $0 |
DELPHI PRIVATE ADVISORS6+ years Service code 27 4747 EXECUTIVE DRIVE, S-1020 · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,644 | $66,813-16.7% | $100,516-44.6% | $73,488-24.3% |
| Participation rate | 48.3% | 77.5%-29.1pp | 79.4%-31.1pp | 70.7%-22.4pp |
| Annual return | 12.99% | 25.70%-12.7pp | 30.89%-17.9pp | 28.51%-15.5pp |
| Employer contribution / active EE | $533 | $2,147-75.2% | $3,418-84.4% | $2,270-76.5% |
| Participant deferral / active EE | $1,850 | $5,883-68.6% | $6,270-70.5% | $3,740-50.5% |
| Admin fee / account holder | $325 | $512-36.6% | $8,081-96.0% | $513-36.7% |