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 year Filed as: FINDLEY, INC Service code 15 · EIN 34-1213174 | Recordkeeping | $37,172 |
AXIA ADVISORY CORPORATION2 years Filed as: AXIA ADVISORY INC Service code 26 · EIN 35-1859469 | Advisory (Participants) | $30,258 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $8,109 |
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 | $59,029 | $37,196+58.7% | $154,107-61.7% | $55,725+5.9% |
| Participation rate | 70.6% | 64.1%+6.5pp | 83.0%-12.4pp | 70.9%-0.3pp |
| Annual return | -5.30% | 1319.68%-1325.0pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,308 | $1,614-18.9% | $5,298-75.3% | $2,078-37.0% |
| Participant deferral / active EE | $2,833 | $2,068+37.0% | $5,081-44.2% | $3,356-15.6% |
| Admin fee / account holder | $186 | $102+83.1% | $13,411-98.6% | $115+61.5% |