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 LLC6 years Service code 26 · EIN 47-3314008 | Advisory (Participants) | $18,200 |
SIKICH LLP6 years Service code 10 · EIN 36-3168081 | Accounting | $11,390 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,181 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,092 | $69,763+44.9% | $67,502+49.8% | $74,495+35.7% |
| Participation rate | 95.5% | 71.4%+24.2pp | 72.9%+22.6pp | 67.2%+28.3pp |
| Annual return | 13.56% | -40.34%+53.9pp | 3512.12%-3498.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,767 | $2,704+2.3% | $2,731+1.3% | $2,623+5.5% |
| Participant deferral / active EE | $5,662 | $3,636+55.7% | $4,000+41.6% | $4,346+30.3% |
| Admin fee / account holder | $99 | $896-88.9% | $3,998-97.5% | $1,942-94.9% |