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 |
|---|---|---|
Filed as: SIGNATOR INVESTORS Service code 55 · EIN 04-2442399 | Other Commissions | $46,174 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,698 | $64,909+18.2% | $82,313-6.8% | $62,292+23.1% |
| Participation rate | 97.4% | 74.9%+22.5pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 19.16% | 21.18%-2.0pp | 25.88%-6.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,544 | $1,676-7.9% | $2,428-36.4% | $2,042-24.4% |
| Participant deferral / active EE | $5,576 | $3,103+79.7% | $3,706+50.5% | $3,169+76.0% |
| Admin fee / account holder | $12 | $440-97.2% | $5,608-99.8% | $479-97.4% |