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 MANAGEMENT4 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $69,151 |
TRAUTMANN MAHER & ASSOCIATES6+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $12,482 |
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 | $55,968 | $52,293+7.0% | $178,490-68.6% | $73,409-23.8% |
| Participation rate | 92.2% | 65.3%+26.9pp | 81.9%+10.3pp | 72.2%+20.1pp |
| Annual return | 16.60% | 34.75%-18.1pp | 151.07%-134.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,225 | $1,735-29.4% | $5,011-75.6% | $2,234-45.2% |
| Participant deferral / active EE | $2,969 | $2,332+27.3% | $5,202-42.9% | $3,805-22.0% |
| Admin fee / account holder | $112 | $127-11.7% | $13,984-99.2% | $158-28.8% |