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: THIRD SIGMA INVESTMENT ADVISORS LLC Service code 26 700 NORTH CLAYTON ST · WILMINGTON, DE 19805 | Advisory (Participants) | $36,934 |
PAYCHEX, INC.3 years Service code 15 911 PAANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,620 | $65,061+5.5% | $143,757-52.3% | $66,914+2.5% |
| Participation rate | 95.2% | 65.2%+30.0pp | 80.3%+14.9pp | 69.8%+25.4pp |
| Annual return | -16.25% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,252 | $2,361-4.6% | $4,951-54.5% | $2,544-11.5% |
| Participant deferral / active EE | $3,930 | $2,919+34.6% | $5,637-30.3% | $4,237-7.2% |
| Admin fee / account holder | $217 | $502-56.8% | $14,673-98.5% | $593-63.5% |