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 & ASSOCIATES3 years Service code 15 · EIN 91-1526584 | Recordkeeping | $5,886 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $28,490 | $53,777-47.0% | $134,143-78.8% | $79,858-64.3% |
| Participation rate | 82.8% | 58.8%+24.0pp | 72.2%+10.6pp | 69.6%+13.1pp |
| Annual return | 15.32% | 19.01%-3.7pp | 36.33%-21.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,777 | $2,420+345.3% | $3,499+208.0% | $3,740+188.2% |
| Admin fee / account holder | $32 | $3,984-99.2% | $6,684-99.5% | $5,306-99.4% |