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: SIGMA PLANNING CORPORATION Service code 26 · EIN 38-2472558 | Advisory (Participants) | $18,524 |
Service code 15 · EIN 38-3220894 | Recordkeeping | $8,387 |
Filed as: JOHN HANCCOK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,235 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,898 | $64,909-70.9% | $82,313-77.0% | $62,292-69.7% |
| Participation rate | 97.6% | 74.9%+22.8pp | 76.9%+20.8pp | 69.5%+28.1pp |
| Annual return | 11.82% | 21.18%-9.4pp | 25.88%-14.1pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,971 | $1,676+17.6% | $2,428-18.8% | $2,042-3.5% |
| Participant deferral / active EE | $2,278 | $3,103-26.6% | $3,706-38.5% | $3,169-28.1% |
| Admin fee / account holder | $157 | $440-64.4% | $5,608-97.2% | $479-67.3% |