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 & ASSOCIATES3+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $21,658 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $20,000 |
MATRIX TRUST COMPANY3+ years Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $7,192 |
Filed as: AMERIPRISE Service code 49 · EIN 41-0007957 | Other Services | $621 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,539 | $85,766+17.2% | $136,294-26.2% | $70,131+43.4% |
| Participation rate | 91.1% | 74.2%+17.0pp | 81.9%+9.2pp | 69.5%+21.6pp |
| Annual return | 19.58% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $7,687 | $2,966+159.2% | $4,695+63.7% | $2,342+228.2% |
| Participant deferral / active EE | $7,004 | $5,051+38.6% | $6,247+12.1% | $3,332+110.2% |
| Admin fee / account holder | $341 | $5,420-93.7% | $9,243-96.3% | $4,645-92.7% |