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: SIGNATURE SECURITIES GROUP Service code 28 1177 AVENUE OF THE AMERICAS · NEW YORK, NC 10036 | Investment Management | $20,771 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,638 | $88,874+35.7% | $123,544-2.4% | $75,289+60.2% |
| Participation rate | 98.8% | 75.9%+23.0pp | 82.3%+16.5pp | 72.4%+26.4pp |
| Annual return | 7.01% | 4.22%+2.8pp | 119.20%-112.2pp | -0.04%+7.0pp |
| Employer contribution / active EE | $7,880 | $3,256+142.0% | $4,628+70.3% | $2,405+227.7% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $14 | $95-85.6% | $9,284-99.9% | $102-86.7% |