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 |
|---|---|---|
FINDLEY4 years Service code 15 · EIN 34-1213174 | Recordkeeping | $23,047 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,527 | $111,608-31.4% | $177,821-57.0% | $73,409+4.2% |
| Participation rate | 90.5% | 87.9%+2.6pp | 87.7%+2.7pp | 72.2%+18.3pp |
| Annual return | 14.91% | 18.23%-3.3pp | 48.32%-33.4pp | 59.29%-44.4pp |
| Employer contribution / active EE | $66 | $3,796-98.3% | $5,918-98.9% | $2,234-97.1% |
| Participant deferral / active EE | $5,015 | $6,199-19.1% | $7,714-35.0% | $3,805+31.8% |
| Admin fee / account holder | $22 | $166-86.7% | $12,427-99.8% | $158-86.1% |