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 | $52,290 |
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 | $130,589 | $127,481+2.4% | $149,696-12.8% | $90,288+44.6% |
| Participation rate | 99.0% | 78.2%+20.8pp | 82.5%+16.6pp | 73.4%+25.7pp |
| Annual return | 4.97% | 57.78%-52.8pp | 276.60%-271.6pp | 53.97%-49.0pp |
| Employer contribution / active EE | $11,940 | $3,448+246.3% | $4,644+157.1% | $2,524+373.1% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $32 | $152-79.1% | $9,309-99.7% | $114-72.2% |