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 | $42,441 |
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 | $126,691 | $107,459+17.9% | $135,903-6.8% | $80,160+58.0% |
| Participation rate | 99.5% | 78.0%+21.4pp | 81.9%+17.6pp | 72.9%+26.5pp |
| Annual return | 14.33% | 91.91%-77.6pp | 68.23%-53.9pp | 40.38%-26.0pp |
| Employer contribution / active EE | $11,811 | $3,877+204.6% | $4,856+143.2% | $2,978+296.6% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $22 | $127-82.9% | $10,762-99.8% | $145-85.0% |