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 |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES1+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $46,869 |
VERAPATH GLOBAL INVESTING, LLS1+ years Filed as: VERAPATH GLOBAL Service code 26 · EIN 20-0097878 | Advisory (Participants) | $19,205 |
LARSON & COMPANY, PC1+ years Service code 10 · EIN 87-0516083 | Accounting | $5,179 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,499 | $68,408-86.1% | $57,179-83.4% | $57,658-83.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 0.10% | 8.51%-8.4pp | 14.59%-14.5pp | 5.13%-5.0pp |
| Employer contribution / active EE | $1,639 | $2,869-42.9% | $2,682-38.9% | $1,974-16.9% |
| Participant deferral / active EE | $1,205 | $2,903-58.5% | $3,096-61.1% | $3,061-60.6% |
| Admin fee / account holder | $100 | $70+43.7% | $3,139-96.8% | $95+5.9% |