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 Service code 15 · EIN 91-1526584 | Recordkeeping | $35,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $125,147 | $66,601+87.9% | $92,893+34.7% | $67,579+85.2% |
| Participation rate | 39.1% | 72.5%-33.4pp | 76.0%-36.9pp | 71.3%-32.2pp |
| Annual return | 17.16% | 92.58%-75.4pp | 109.41%-92.3pp | 378.56%-361.4pp |
| Employer contribution / active EE | $1,942 | $2,775-30.0% | $3,653-46.8% | $2,148-9.6% |
| Participant deferral / active EE | $2,281 | $3,157-27.7% | $4,236-46.2% | $3,539-35.6% |
| Admin fee / account holder | $139 | $199-30.1% | $5,794-97.6% | $142-2.3% |