Filed February 4, 2025
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 |
|---|---|---|
FINDLEY3 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $37,179 |
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 | $174,077 | $65,376+166.3% | $87,100+99.9% | $65,185+167.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 34.95% | 31.27%+3.7pp | 28.19%+6.8pp | 29.38%+5.6pp |
| Employer contribution / active EE | $4,679 | $1,822+156.7% | $2,521+85.6% | $2,177+114.9% |
| Participant deferral / active EE | $6,549 | $3,388+93.3% | $4,049+61.8% | $3,514+86.4% |
| Admin fee / account holder | $164 | $520-68.5% | $7,497-97.8% | $847-80.6% |