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 27 · EIN 41-1416330 | Advisory (Plan) | $17,995 |
TRAUTMANN MAHER & ASSOCIATES6+ years Filed as: TRAUTMANN MAHER & ASSOCIATES, INC. Service code 64 · EIN 91-1526584 | Recordkeeping Fees | $15,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,004 | $69,362+100.4% | $101,248+37.3% | $73,488+89.2% |
| Participation rate | 96.7% | 68.4%+28.3pp | 75.8%+20.9pp | 70.7%+26.0pp |
| Annual return | 18.07% | 18.46%-0.4pp | 46.47%-28.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $3,695 | $2,628+40.6% | $3,660+1.0% | $2,270+62.8% |
| Participant deferral / active EE | $7,810 | $3,300+136.7% | $4,370+78.7% | $3,740+108.8% |
| Admin fee / account holder | $157 | $704-77.7% | $5,945-97.4% | $513-69.4% |