See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGMA FINANCIAL CORP Service code 27 · EIN 38-2472555 | Advisory (Plan) | $7,739 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Direct payment from the plan; Sub-tra... | $4,960 |
UNITED OF OMAHA10+ years Service code 50 · EIN 47-0322111 | Direct Payment | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,575 | $54,517-38.4% | $75,972-55.8% | $74,495-54.9% |
| Participation rate | 94.1% | 60.3%+33.8pp | 69.1%+25.1pp | 67.2%+26.9pp |
| Annual return | 18.34% | 31.82%-13.5pp | 359.55%-341.2pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $714 | $1,777-59.8% | $2,685-73.4% | $2,623-72.8% |
| Participant deferral / active EE | $4,020 | $3,066+31.1% | $4,255-5.5% | $4,346-7.5% |
| Admin fee / account holder | $86 | $2,229-96.2% | $6,467-98.7% | $1,942-95.6% |