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 CORPORATION4+ years Filed as: SIGMA PLANNING CORPORATION Service code 16 · EIN 38-2472558 | Consulting | $40,000 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,400 |
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 | $97,336 | $79,523+22.4% | $140,016-30.5% | $56,287+72.9% |
| Participation rate | 98.9% | 85.7%+13.2pp | 87.5%+11.4pp | 69.9%+29.1pp |
| Annual return | -3.81% | 2.39%-6.2pp | 651.12%-654.9pp | -9.96%+6.1pp |
| Employer contribution / active EE | $3,062 | $3,350-8.6% | $5,606-45.4% | $2,111+45.1% |
| Participant deferral / active EE | $4,069 | $5,129-20.7% | $6,927-41.3% | $3,350+21.5% |
| Admin fee / account holder | $195 | $614-68.3% | $10,705-98.2% | $521-62.6% |