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 8-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 Service code 15 · EIN 91-1526584 | Recordkeeping | $7,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,432 | $47,648-57.1% | $130,648-84.4% | $67,579-69.8% |
| Participation rate | 59.0% | 60.4%-1.4pp | 71.7%-12.8pp | 71.3%-12.3pp |
| Annual return | 21.41% | 25.73%-4.3pp | 1708.96%-1687.5pp | 378.56%-357.1pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,651 | $2,616-36.9% | $3,603-54.2% | $3,539-53.4% |
| Admin fee / account holder | $29 | $105-72.2% | $5,464-99.5% | $142-79.5% |