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 | $26,782 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $113,167 | $72,770+55.5% | $67,652+67.3% | $55,191+105.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 177.01% | -3.26%+180.3pp | 6625.04%-6448.0pp | 10.78%+166.2pp |
| Employer contribution / active EE | $585 | $1,769-66.9% | $2,266-74.2% | $1,899-69.2% |
| Participant deferral / active EE | $1,455 | $3,408-57.3% | $3,560-59.1% | $3,046-52.2% |
| Admin fee / account holder | $88 | $79+11.5% | $4,821-98.2% | $91-3.2% |