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 & ASSOCIATES2+ years Filed as: TRAUTMANN MAHER & ASSOC INC Service code 15 · EIN 91-1526584 | Recordkeeping | $22,939 |
ADVISORY SERVICES & INVESTMENTS2+ years Filed as: ADVISORY SERVICES & INVESTMENTS LLP Service code 16 · EIN 93-1238515 | Consulting | $19,509 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $10,585 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,342 |
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 | $89,789 | $87,841+2.2% | $133,980-33.0% | $62,891+42.8% |
| Participation rate | 97.3% | 83.4%+13.9pp | 87.1%+10.2pp | 69.3%+28.0pp |
| Annual return | 7.22% | 12.05%-4.8pp | 29.30%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,226 | $3,483-36.1% | $5,211-57.3% | $2,281-2.4% |
| Participant deferral / active EE | $7,601 | $4,812+57.9% | $6,282+21.0% | $3,203+137.3% |
| Admin fee / account holder | $474 | $5,371-91.2% | $9,324-94.9% | $4,296-89.0% |