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 & ASSOCIATES3+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $8,050 |
RBC WEALTH MANAGEMENT1 year Service code 26 · EIN 41-1416330 | Advisory (Participants) | $7,159 |
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 | $44,847 | $46,173-2.9% | $170,442-73.7% | $69,631-35.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.45% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,430 | $1,610-11.1% | $5,433-73.7% | $2,032-29.6% |
| Participant deferral / active EE | $2,881 | $2,080+38.5% | $4,939-41.7% | $3,224-10.6% |
| Admin fee / account holder | $33 | $116-71.8% | $13,880-99.8% | $110-70.4% |