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 ADVISORS1 year Service code 26 · EIN 83-1819454 7500 GREEN BAY RD STE 300 · KENOSHA, WI 531424059 | Advisory (Participants) | $7,000 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $6,250 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $222 |
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 | $89,516 | $60,795+47.2% | $69,455+28.9% | $65,185+37.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 16.51% | 17.46%-0.9pp | 28.97%-12.5pp | 29.38%-12.9pp |
| Employer contribution / active EE | $3,833 | $2,452+56.3% | $2,779+37.9% | $2,177+76.1% |
| Participant deferral / active EE | $3,254 | $3,162+2.9% | $3,535-8.0% | $3,514-7.4% |
| Admin fee / account holder | $53 | $314-83.2% | $3,839-98.6% | $847-93.8% |