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 CORPORATION6+ years Service code 15 · EIN 11-3187413 10432 BALLS FORD ROAD STE 100 · MANASSAS, VA 20109 | Recordkeeping | $13,455 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage | $10,677 |
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,965 | $54,590-57.9% | $81,930-72.0% | $73,488-68.8% |
| Participation rate | 62.8% | 68.3%-5.5pp | 72.0%-9.2pp | 70.7%-7.8pp |
| Annual return | 7.19% | 17.74%-10.5pp | 29.49%-22.3pp | 28.51%-21.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,794 | $2,759-35.0% | $7,107-74.8% | $3,740-52.0% |
| Admin fee / account holder | $206 | $592-65.2% | $5,158-96.0% | $513-59.8% |