Filed October 13, 2022
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 |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES INC Service code 15 · EIN 34-1213174 | Recordkeeping | $24,424 |
AXIA ADVISORY CORPORATION1+ years Filed as: AXIA ADVISORS Service code 27 10293 N MERIDIAN ST · INDIANAPOLIS, IN 46290 | Advisory (Plan) | $10,453 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $1,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,938 | $37,117+37.2% | $147,614-65.5% | $55,191-7.7% |
| Participation rate | 64.8% | 63.6%+1.2pp | 84.6%-19.8pp | 69.2%-4.4pp |
| Annual return | 1.13% | 3.44%-2.3pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,256 | $1,620-22.5% | $5,564-77.4% | $1,899-33.8% |
| Participant deferral / active EE | $2,525 | $1,985+27.2% | $4,895-48.4% | $3,046-17.1% |
| Admin fee / account holder | $94 | $86+10.2% | $11,611-99.2% | $91+3.8% |