Filed July 2, 2021 (most recent of 2 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 |
|---|---|---|
WALDEN WEALTH PARTNERS LLC3 years Service code 26 · EIN 47-3314008 34305 SOLON ROAD · SALON, OH 441399710 | Advisory (Participants) | $17,000 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 1415 W DIEHL ROAD · NAPERVILLE, IL 605631197 | Accounting | $9,000 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,024 | $74,706+29.9% | $75,696+28.2% | $79,386+22.2% |
| Participation rate | 97.5% | 75.3%+22.1pp | 74.8%+22.6pp | 70.7%+26.7pp |
| Annual return | 23.18% | 18.52%+4.7pp | 104.53%-81.3pp | 116.85%-93.7pp |
| Employer contribution / active EE | $2,263 | $2,590-12.6% | $2,743-17.5% | $2,427-6.8% |
| Participant deferral / active EE | $4,586 | $3,533+29.8% | $3,821+20.0% | $4,046+13.4% |
| Admin fee / account holder | $87 | $374-76.6% | $3,619-97.6% | $626-86.0% |