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 |
|---|---|---|
SIGNMA FINANCIAL CORPORATION3 years Service code 53 | Insurance Commissions | $9,607 |
SIGMA FINANCIAL CORPORATION4 years Filed as: SIGMA FINANCAIL CORP Service code 53 · EIN 38-2472555 | Insurance Commissions | $0 |
THE BENEFIT ADVANTAGE, INC.5+ years Filed as: THE BENEFIT ADVANTAGE Service code 13 · EIN 38-3254950 | Contract Administrator | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,845 | $49,138-35.2% | $84,015-62.1% | $65,185-51.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 19.28% | 23.00%-3.7pp | 71.31%-52.0pp | 29.38%-10.1pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,991 | $2,397-16.9% | $3,239-38.5% | $3,514-43.3% |
| Admin fee / account holder | $28 | $543-94.9% | $6,101-99.5% | $847-96.7% |