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 LLC4 years Service code 26 · EIN 47-3314008 | Advisory (Participants) | $17,000 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $14,400 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,110 | $60,989+36.3% | $60,874+36.5% | $66,914+24.2% |
| Participation rate | 94.1% | 74.5%+19.6pp | 73.1%+21.0pp | 69.8%+24.3pp |
| Annual return | -9.70% | -9.60%-0.1pp | 16.90%-26.6pp | 1.58%-11.3pp |
| Employer contribution / active EE | $2,159 | $2,661-18.9% | $2,701-20.1% | $2,544-15.1% |
| Participant deferral / active EE | $4,827 | $3,615+33.5% | $3,817+26.5% | $4,237+13.9% |
| Admin fee / account holder | $103 | $338-69.5% | $3,224-96.8% | $593-82.6% |