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 |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $64,887 |
TRAUTMANN MAHER & ASSOCIATES5+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $11,620 |
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 | $53,543 | $62,928-14.9% | $172,739-69.0% | $67,579-20.8% |
| Participation rate | 96.8% | 64.5%+32.4pp | 82.6%+14.2pp | 71.3%+25.6pp |
| Annual return | 21.07% | 30.36%-9.3pp | 802.84%-781.8pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,456 | $1,636-11.0% | $5,143-71.7% | $2,148-32.2% |
| Participant deferral / active EE | $3,355 | $2,145+56.4% | $5,198-35.4% | $3,539-5.2% |
| Admin fee / account holder | $120 | $167-27.7% | $13,954-99.1% | $142-15.3% |