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 7-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 CORPORATION1+ years Service code 15 · EIN 11-3187413 10432 BALLS FORD ROAD · MANASSAS, VA 20109 | Recordkeeping | $10,404 |
NATIONWIDE1+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $10,060 |
Service code 33 73 W. LEE HIGHWAY · WARRENTON, VA 20186 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,902 | $52,681-73.6% | $75,781-81.7% | $59,632-76.7% |
| Participation rate | 34.7% | 67.2%-32.5pp | 75.8%-41.1pp | 68.7%-33.9pp |
| Annual return | -1.53% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $73 | $2,193-96.7% | $3,323-97.8% | $2,203-96.7% |
| Participant deferral / active EE | $1,824 | $2,591-29.6% | $3,651-50.0% | $3,192-42.8% |
| Admin fee / account holder | $144 | $3,610-96.0% | $5,299-97.3% | $4,297-96.7% |