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 | $85,340 |
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 | $110,078 | $120,450-8.6% | $159,436-31.0% | $93,030+18.3% |
| Participation rate | 97.9% | 78.0%+19.9pp | 82.8%+15.1pp | 73.9%+24.0pp |
| Annual return | -8.85% | 27.11%-36.0pp | 263.57%-272.4pp | 158.70%-167.6pp |
| Employer contribution / active EE | $7,042 | $3,526+99.7% | $4,829+45.8% | $2,706+160.3% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $52 | $137-61.6% | $10,799-99.5% | $152-65.4% |