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 & ASSOCIATES5+ years Filed as: TRAUTMANN MAHER & ASSOCIATES, INC. Service code 64 · EIN 91-1526584 | Recordkeeping Fees | $22,106 |
RBC WEALTH MANAGEMENT5+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $10,344 |
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 | $133,561 | $63,114+111.6% | $92,893+43.8% | $65,185+104.9% |
| Participation rate | 97.5% | 68.8%+28.7pp | 76.0%+21.5pp | 70.2%+27.3pp |
| Annual return | 24.69% | 28.75%-4.1pp | 109.41%-84.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $3,947 | $2,571+53.6% | $3,653+8.1% | $2,177+81.4% |
| Participant deferral / active EE | $7,960 | $3,108+156.1% | $4,236+87.9% | $3,514+126.5% |
| Admin fee / account holder | $175 | $624-71.9% | $5,794-97.0% | $847-79.3% |