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 Service code 15 · EIN 34-1213174 | Recordkeeping | $10,429 |
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 | $79,558 | $81,537-2.4% | $149,718-46.9% | $69,631+14.3% |
| Participation rate | 86.4% | 86.1%+0.3pp | 87.1%-0.7pp | 70.7%+15.7pp |
| Annual return | 15.62% | 22.79%-7.2pp | 1501.63%-1486.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,088 | $4,994+1.9% | $6,569-22.5% | $3,224+57.8% |
| Admin fee / account holder | $13 | $107-87.9% | $11,283-99.9% | $110-88.3% |