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 |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC Service code 13 · EIN 34-1213174 ONE SEAGATE, SUITE 2050 · TOLEDO, OH 436041558 | Contract Administrator | $20,132 |
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 | $181,283 | $73,638+146.2% | $95,952+88.9% | $73,488+146.7% |
| Participation rate | 82.6% | 76.2%+6.4pp | 77.1%+5.5pp | 70.7%+11.9pp |
| Annual return | 11.47% | 16.78%-5.3pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $10,289 | $1,863+452.3% | $2,541+304.9% | $2,270+353.3% |
| Participant deferral / active EE | $3,274 | $3,617-9.5% | $4,167-21.4% | $3,740-12.4% |
| Admin fee / account holder | $161 | $482-66.6% | $6,795-97.6% | $513-68.6% |