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 |
|---|---|---|
Filed as: TRAUTMANN MAHER & ASSOCIATES, INC Service code 15 · EIN 91-1526584 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $12,954 |
LUCID ADVISORS, INC.1 year Service code 26 · EIN 91-2050140 2101 4TH AVENUE · SEATTLE, WA 98121 | Advisory (Participants) | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,177 | $47,977-39.2% | $154,107-81.1% | $56,287-48.2% |
| Participation rate | 44.4% | 66.2%-21.8pp | 83.0%-38.6pp | 69.9%-25.5pp |
| Annual return | -0.65% | 3.54%-4.2pp | 735.12%-735.8pp | -9.96%+9.3pp |
| Employer contribution / active EE | $1,151 | $2,169-46.9% | $5,298-78.3% | $2,111-45.5% |
| Participant deferral / active EE | $1,161 | $2,392-51.5% | $5,081-77.2% | $3,350-65.3% |
| Admin fee / account holder | $261 | $438-40.4% | $13,411-98.1% | $521-49.9% |