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 |
|---|---|---|
VRAKAS S.C.1 year Service code 50 445 SOUTH MOORLAND ROAD · BROOKFIELD, WI 530054254 | Direct Payment | $9,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,288 | $65,435+105.2% | $86,677+54.9% | $66,914+100.7% |
| Participation rate | 85.4% | 75.5%+10.0pp | 76.6%+8.9pp | 69.8%+15.6pp |
| Annual return | -14.97% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,164 | $2,153+0.5% | $2,836-23.7% | $2,544-15.0% |
| Participant deferral / active EE | $7,048 | $4,100+71.9% | $4,656+51.4% | $4,237+66.3% |
| Admin fee / account holder | $61 | $642-90.5% | $7,493-99.2% | $593-89.7% |