Filed November 16, 2017
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 5-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 |
|---|---|---|
FINLEY & COOK1+ years Filed as: FINLEY Service code 15 · EIN 34-1213174 | Recordkeeping | $5,974 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,999 | $136,307-69.9% | $177,821-76.9% | $73,488-44.2% |
| Participation rate | 91.8% | 86.1%+5.7pp | 87.7%+4.0pp | 70.7%+21.1pp |
| Annual return | 0.00% | 18.68%-18.7pp | 48.32%-48.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,353 | $3,712-36.6% | $5,918-60.2% | $2,270+3.7% |
| Participant deferral / active EE | $3,775 | $5,829-35.2% | $7,714-51.1% | $3,740+1.0% |
| Admin fee / account holder | $23 | $596-96.1% | $12,427-99.8% | $513-95.5% |