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 ADVISORS5 years Service code 26 · EIN 83-1819454 7500 GREEN BAY ROAD · KENOSHA, WI 531424059 | Advisory (Participants) | $8,712 |
Service code 51 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Mgmt Fees | $6,671 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,015 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,233 | $65,557+57.5% | $64,056+61.2% | $71,457+44.5% |
| Participation rate | 99.2% | 73.2%+26.0pp | 72.3%+26.9pp | 67.9%+31.2pp |
| Annual return | 16.15% | 18.94%-2.8pp | 33.69%-17.5pp | 28.85%-12.7pp |
| Employer contribution / active EE | $4,123 | $2,669+54.5% | $2,747+50.1% | $2,588+59.3% |
| Participant deferral / active EE | $4,057 | $3,626+11.9% | $3,880+4.6% | $4,289-5.4% |
| Admin fee / account holder | $103 | $616-83.3% | $3,068-96.7% | $1,587-93.5% |