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 DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $199,301 |
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 | $18,692 | $33,232-43.8% | $71,796-74.0% | $63,975-70.8% |
| Participation rate | 91.9% | 60.1%+31.8pp | 69.1%+22.8pp | 71.1%+20.8pp |
| Annual return | 7.72% | 11.99%-4.3pp | 78.04%-70.3pp | 48.65%-40.9pp |
| Employer contribution / active EE | $381 | $723-47.3% | $1,924-80.2% | $2,182-82.5% |
| Participant deferral / active EE | $1,858 | $1,604+15.8% | $2,794-33.5% | $3,356-44.6% |
| Admin fee / account holder | $73 | $63+14.3% | $4,815-98.5% | $70+3.0% |