Filed April 10, 2026 (most recent of 4 filings on file)
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 DAVIES, INC Service code 15 · EIN 34-1213174 | Recordkeeping | $9,698 |
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 | $73,755 | $71,802+2.7% | $133,980-45.0% | $57,658+27.9% |
| Participation rate | 87.0% | 85.5%+1.6pp | 87.1%0pp | 70.2%+16.8pp |
| Annual return | 9.99% | 13.51%-3.5pp | 29.30%-19.3pp | 5.13%+4.9pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,167 | $4,606+12.2% | $6,282-17.7% | $3,061+68.8% |
| Admin fee / account holder | $13 | $88-85.4% | $9,324-99.9% | $95-86.4% |