See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VRAKAS ADVISORS3 years Service code 26 · EIN 83-1819454 7500 GREEN BAY ROAD · KENOSHA, WI 531424059 | Advisory (Participants) | $7,200 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $364 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,385 | $74,706+41.1% | $75,696+39.2% | $79,386+32.7% |
| Participation rate | 93.6% | 75.3%+18.3pp | 74.8%+18.8pp | 70.7%+22.9pp |
| Annual return | 12.99% | 18.52%-5.5pp | 104.53%-91.5pp | 116.85%-103.9pp |
| Employer contribution / active EE | $3,754 | $2,590+45.0% | $2,743+36.9% | $2,427+54.7% |
| Participant deferral / active EE | $3,528 | $3,533-0.1% | $3,821-7.7% | $4,046-12.8% |
| Admin fee / account holder | $61 | $374-83.6% | $3,619-98.3% | $626-90.2% |