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 LLC5 years Service code 26 · EIN 47-3314008 | Advisory (Participants) | $17,000 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $10,350 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,822 | $65,557+35.5% | $64,056+38.7% | $71,457+24.3% |
| Participation rate | 95.6% | 73.2%+22.4pp | 72.3%+23.3pp | 67.9%+27.6pp |
| Annual return | 11.24% | 18.94%-7.7pp | 33.69%-22.4pp | 28.85%-17.6pp |
| Employer contribution / active EE | $2,287 | $2,669-14.3% | $2,747-16.7% | $2,588-11.6% |
| Participant deferral / active EE | $5,112 | $3,626+41.0% | $3,880+31.8% | $4,289+19.2% |
| Admin fee / account holder | $90 | $616-85.4% | $3,068-97.1% | $1,587-94.3% |