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 & ASSOCIATES4+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $21,916 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,328 |
USI CONSULTING GROUP4+ years Filed as: KIBBLE & PRENTICE Service code 26 · EIN 06-1397347 | Advisory (Participants) | $4,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $269,964 | $92,897+190.6% | $90,782+197.4% | $56,287+379.6% |
| Participation rate | 95.9% | 80.7%+15.2pp | 82.7%+13.2pp | 69.9%+26.0pp |
| Annual return | 4.70% | -2.59%+7.3pp | -3.42%+8.1pp | -9.96%+14.7pp |
| Employer contribution / active EE | $6,782 | $3,871+75.2% | $4,105+65.2% | $2,111+221.3% |
| Participant deferral / active EE | $7,332 | $5,551+32.1% | $5,366+36.6% | $3,350+118.9% |
| Admin fee / account holder | $173 | $440-60.8% | $5,908-97.1% | $521-66.9% |