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 CORPORATION3 years Filed as: SIGMA PLANNING CORPORATION Service code 26 · EIN 38-2472558 | Advisory (Participants) | $37,935 |
Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $5,912 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,691 | $78,419+8.0% | $133,956-36.8% | $73,409+15.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 12.35% | 33.35%-21.0pp | 45.09%-32.7pp | 59.29%-46.9pp |
| Employer contribution / active EE | $2,432 | $2,044+19.0% | $3,919-37.9% | $2,234+8.9% |
| Participant deferral / active EE | $1,548 | $3,925-60.6% | $5,048-69.3% | $3,805-59.3% |
| Admin fee / account holder | $328 | $161+103.0% | $8,927-96.3% | $158+107.5% |