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 ADVISORS4 years Service code 26 · EIN 83-1819454 7500 GREEN BAY ROAD · KENOSHA, WI 531424059 | Advisory (Participants) | $7,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,442 | $60,989+45.0% | $60,874+45.3% | $66,914+32.2% |
| Participation rate | 94.0% | 74.5%+19.5pp | 73.1%+20.9pp | 69.8%+24.2pp |
| Annual return | -12.42% | -9.60%-2.8pp | 16.90%-29.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $3,845 | $2,661+44.5% | $2,701+42.3% | $2,544+51.1% |
| Participant deferral / active EE | $3,728 | $3,615+3.1% | $3,817-2.3% | $4,237-12.0% |
| Admin fee / account holder | $53 | $338-84.5% | $3,224-98.4% | $593-91.1% |