See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGMA FINANCIAL CORP Service code 27 · EIN 38-2472555 | Advisory (Plan) | $9,084 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Securities brokerage; Direct payment ... | $6,241 |
UNITED OF OMAHA10+ years Service code 37 · EIN 47-0322111 | Loan Processing | $2,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,161 | $88,083+33.0% | $164,813-28.9% | $74,495+57.3% |
| Participation rate | 95.6% | 73.0%+22.5pp | 78.6%+17.0pp | 67.2%+28.4pp |
| Annual return | 12.47% | 17.26%-4.8pp | 69.93%-57.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,917 | $2,593+12.5% | $4,341-32.8% | $2,623+11.2% |
| Participant deferral / active EE | $5,954 | $4,498+32.4% | $6,031-1.3% | $4,346+37.0% |
| Admin fee / account holder | $127 | $2,234-94.3% | $12,690-99.0% | $1,942-93.5% |