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 | $56,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,184 | $95,388+20.8% | $125,339-8.1% | $77,904+47.9% |
| Participation rate | 99.5% | 78.6%+20.9pp | 82.4%+17.1pp | 73.7%+25.8pp |
| Annual return | 10.38% | 116.19%-105.8pp | 572.05%-561.7pp | 12.21%-1.8pp |
| Employer contribution / active EE | $10,966 | $3,666+199.1% | $4,814+127.8% | $2,848+285.1% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $31 | $119-73.6% | $10,010-99.7% | $133-76.4% |