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 |
|---|---|---|
FINDLEY2 years Service code 15 · EIN 34-1213174 | Recordkeeping | $18,830 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,980 | $80,005-17.5% | $140,016-52.9% | $55,725+18.4% |
| Participation rate | 85.0% | 87.0%-2.0pp | 87.5%-2.5pp | 70.9%+14.1pp |
| Annual return | -4.53% | 0.46%-5.0pp | 651.12%-655.6pp | 244.93%-249.5pp |
| Employer contribution / active EE | $4 | $3,403-99.9% | $5,606-99.9% | $2,078-99.8% |
| Participant deferral / active EE | $4,836 | $5,264-8.1% | $6,927-30.2% | $3,356+44.1% |
| Admin fee / account holder | $21 | $116-81.7% | $10,705-99.8% | $115-81.6% |