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 99 | Other Fees | $34,817 |
WILMINGTON TRUST1 year Service code 99 · EIN 16-1486454 | Other Fees | $19,159 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,358 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 99 · EIN 13-4120476 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,209 | $91,407+266.7% | $135,903+146.7% | $71,457+369.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.68% | 29.90%-12.2pp | 68.23%-50.5pp | 28.85%-11.2pp |
| Employer contribution / active EE | $8,033 | $3,703+116.9% | $4,856+65.4% | $2,588+210.5% |
| Participant deferral / active EE | $14,503 | $7,092+104.5% | $7,758+86.9% | $4,289+238.2% |
| Admin fee / account holder | $58 | $1,266-95.4% | $10,762-99.5% | $1,587-96.4% |