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 & ASSOCIATES2+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $2,032 |
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 | $128,120 | $57,921+121.2% | $84,750+51.2% | $57,658+122.2% |
| Participation rate | 72.4% | 72.9%-0.6pp | 76.6%-4.2pp | 70.2%+2.1pp |
| Annual return | 5.42% | 10.24%-4.8pp | 22.78%-17.4pp | 5.13%+0.3pp |
| Employer contribution / active EE | $3,559 | $2,598+37.0% | $3,574-0.4% | $1,974+80.3% |
| Participant deferral / active EE | $5,340 | $2,742+94.7% | $3,712+43.9% | $3,061+74.5% |
| Admin fee / account holder | $10 | $130-92.6% | $5,332-99.8% | $95-89.9% |