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 |
|---|---|---|
SIGMA FINANCIAL CORPORATION3+ years Filed as: SIGMA PLANNING CORPORATION Service code 16 · EIN 38-2472558 | Consulting | $39,871 |
PLANTE & MORAN, PLLC1 year Service code 99 · EIN 38-1357951 | Other Fees | $9,700 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,775 |
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 | $102,477 | $89,739+14.2% | $149,718-31.6% | $62,292+64.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.26% | 21.01%-3.8pp | 1501.63%-1484.4pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,032 | $3,233-6.2% | $5,445-44.3% | $2,042+48.5% |
| Participant deferral / active EE | $4,182 | $4,797-12.8% | $6,569-36.3% | $3,169+32.0% |
| Admin fee / account holder | $242 | $551-56.2% | $11,283-97.9% | $479-49.6% |