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 |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $65,799 |
VRAKAS S.C.11+ years Filed as: VRAKAS BLUM Service code 10 · EIN 39-1453055 | Accounting | $10,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,533 | $66,098-29.6% | $101,794-54.3% | $74,304-37.4% |
| Participation rate | 93.5% | 53.8%+39.8pp | 69.2%+24.4pp | 60.3%+33.2pp |
| Annual return | 16.03% | 19.59%-3.6pp | 30.53%-14.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $473 | $1,082-56.2% | $2,289-79.3% | $2,241-78.9% |
| Participant deferral / active EE | $4,974 | $2,781+78.8% | $4,084+21.8% | $3,767+32.0% |
| Admin fee / account holder | $239 | $4,146-94.2% | $8,777-97.3% | $2,969-92.0% |