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 MANAGEMENT6 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $80,921 |
TRAUTMANN MAHER & ASSOCIATES8+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $50,345 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,511 | $46,292-6.0% | $143,757-69.7% | $64,808-32.9% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.24% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,369 | $1,910-28.3% | $4,951-72.4% | $2,506-45.4% |
| Participant deferral / active EE | $3,317 | $2,646+25.4% | $5,637-41.2% | $4,310-23.0% |
| Admin fee / account holder | $150 | $154-2.7% | $14,673-99.0% | $188-20.3% |