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 LLC7 years Service code 26 · EIN 47-3314008 | Advisory (Participants) | $22,000 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $12,250 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $275 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,524 | $67,984+65.5% | $65,493+71.8% | $74,304+51.4% |
| Participation rate | 94.2% | 66.3%+27.8pp | 73.1%+21.1pp | 60.3%+33.8pp |
| Annual return | 11.46% | 19.87%-8.4pp | 982.45%-971.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $2,751 | $2,491+10.4% | $2,574+6.9% | $2,241+22.7% |
| Participant deferral / active EE | $5,773 | $3,346+72.5% | $3,961+45.7% | $3,767+53.2% |
| Admin fee / account holder | $24 | $1,373-98.3% | $5,028-99.5% | $2,969-99.2% |