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 |
|---|---|---|
TRITON SERVICES CORPORATION3+ years Service code 15 · EIN 11-3187413 10432 BALLS FORD ROAD · MANASSAS, VA 20109 | Recordkeeping | $50,879 |
NATIONWIDE3+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $5,325 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 33 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,083 | $53,925-94.3% | $75,670-95.9% | $69,631-95.6% |
| Participation rate | 87.4% | 71.2%+16.2pp | 72.3%+15.1pp | 70.7%+16.7pp |
| Annual return | 11.32% | 17.84%-6.5pp | 27.34%-16.0pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $701 | $1,802-61.1% | $2,352-70.2% | $2,032-65.5% |
| Participant deferral / active EE | $486 | $2,569-81.1% | $3,142-84.5% | $3,224-84.9% |
| Admin fee / account holder | $60 | $97-37.7% | $5,800-99.0% | $110-45.2% |