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 CORPORATION10+ years Service code 15 · EIN 11-3187413 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Recordkeeping | $20,769 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage | $16,864 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,578 | $62,127-47.6% | $81,382-60.0% | $74,495-56.3% |
| Participation rate | 71.8% | 64.0%+7.7pp | 69.5%+2.3pp | 67.2%+4.6pp |
| Annual return | 14.32% | 16.48%-2.2pp | 24.73%-10.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,970 | $3,229-8.0% | $3,883-23.5% | $4,346-31.7% |
| Admin fee / account holder | $279 | $1,934-85.6% | $5,768-95.2% | $1,942-85.6% |