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 CORPORATION8+ years Service code 15 · EIN 11-3187413 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Recordkeeping | $12,848 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage | $10,951 |
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,622 | $50,199-49.0% | $70,092-63.4% | $66,914-61.7% |
| Participation rate | 64.5% | 66.3%-1.9pp | 70.5%-6.0pp | 69.8%-5.3pp |
| Annual return | -13.23% | -13.85%+0.6pp | 190.73%-204.0pp | 1.58%-14.8pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,278 | $3,112-26.8% | $3,849-40.8% | $4,237-46.2% |
| Admin fee / account holder | $206 | $600-65.7% | $6,267-96.7% | $593-65.3% |