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 Filed as: TRAUTMANN, MAHER & ASSOCIATES, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $15,019 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $272,825 | $103,685+163.1% | $105,387+158.9% | $65,185+318.5% |
| Participation rate | 91.0% | 83.2%+7.8pp | 82.6%+8.5pp | 70.2%+20.8pp |
| Annual return | 12.05% | 23.88%-11.8pp | 26.82%-14.8pp | 29.38%-17.3pp |
| Employer contribution / active EE | $6,064 | $3,842+57.8% | $4,213+43.9% | $2,177+178.6% |
| Participant deferral / active EE | $6,899 | $5,634+22.5% | $5,502+25.4% | $3,514+96.3% |
| Admin fee / account holder | $129 | $399-67.5% | $6,559-98.0% | $847-84.7% |