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 & ASSOCIATES4+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $24,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,436 | $55,725-20.3% | $54,726-18.8% | $55,725-20.3% |
| Participation rate | 63.3% | 70.9%-7.5pp | 79.1%-15.8pp | 70.9%-7.5pp |
| Annual return | -4.58% | 244.93%-249.5pp | -4.56%0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,023 | $2,078-2.7% | $3,449-41.4% | $2,078-2.7% |
| Participant deferral / active EE | $2,455 | $3,356-26.8% | $3,953-37.9% | $3,356-26.8% |
| Admin fee / account holder | $86 | $115-25.0% | $3,818-97.7% | $115-25.0% |