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 | $54,221 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,400 | $101,523+28.4% | $141,162-7.6% | $77,787+67.6% |
| Participation rate | 98.9% | 77.4%+21.5pp | 82.5%+16.4pp | 73.2%+25.7pp |
| Annual return | 12.45% | 56.22%-43.8pp | 71.39%-58.9pp | 32.57%-20.1pp |
| Employer contribution / active EE | $3,074 | $3,341-8.0% | $4,735-35.1% | $2,504+22.7% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $36 | $92-60.5% | $10,261-99.6% | $100-63.9% |