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 9-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 |
|---|---|---|
SIGMA FINANCIAL CORPORATION2 years Filed as: SIGMA PLANNING CORPORATION Service code 26 · EIN 38-2472558 | Advisory (Participants) | $37,703 |
Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $6,048 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,545 | $69,159+19.4% | $125,175-34.1% | $67,579+22.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 17.17% | 27.12%-9.9pp | 43.79%-26.6pp | 378.56%-361.4pp |
| Employer contribution / active EE | $2,312 | $2,023+14.3% | $3,865-40.2% | $2,148+7.6% |
| Participant deferral / active EE | $1,468 | $3,700-60.3% | $4,937-70.3% | $3,539-58.5% |
| Admin fee / account holder | $342 | $142+141.6% | $9,702-96.5% | $142+140.7% |