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 | $14,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,906 | $55,191-34.9% | $40,757-11.9% | $55,191-34.9% |
| Participation rate | 65.0% | 69.2%-4.2pp | 79.3%-14.3pp | 69.2%-4.2pp |
| Annual return | 1.60% | 10.78%-9.2pp | -0.50%+2.1pp | 10.78%-9.2pp |
| Employer contribution / active EE | $1,188 | $1,899-37.4% | $3,004-60.4% | $1,899-37.4% |
| Participant deferral / active EE | $1,625 | $3,046-46.7% | $3,485-53.4% | $3,046-46.7% |
| Admin fee / account holder | $60 | $91-34.0% | $4,272-98.6% | $91-34.0% |