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 ESTATE & INVESTMENT ADVIS Service code 26 · EIN 59-2730348 2121 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Advisory (Participants) | $16,388 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,518 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,029 | $101,317-48.6% | $146,958-64.6% | $74,495-30.2% |
| Participation rate | 78.1% | 75.5%+2.5pp | 82.2%-4.1pp | 67.2%+10.9pp |
| Annual return | 20.09% | 8730.91%-8710.8pp | 418.34%-398.2pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $4,226 | $3,810+10.9% | $4,933-14.3% | $2,623+61.1% |
| Participant deferral / active EE | $9,395 | $7,303+28.6% | $8,070+16.4% | $4,346+116.2% |
| Admin fee / account holder | $176 | $1,739-89.9% | $12,998-98.6% | $1,942-90.9% |