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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,132 |
Filed as: SIGMA FINANCIAL CORP Service code 27 · EIN 38-2472555 | Advisory (Plan) | $20,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,820 | $106,028-15.3% | $146,958-38.9% | $77,643+15.7% |
| Participation rate | 90.3% | 78.4%+11.9pp | 82.2%+8.2pp | 70.6%+19.7pp |
| Annual return | 15.73% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,841 | $4,063-30.1% | $4,933-42.4% | $2,726+4.2% |
| Participant deferral / active EE | $9,812 | $7,990+22.8% | $8,070+21.6% | $4,647+111.1% |
| Admin fee / account holder | $73 | $337-78.4% | $12,998-99.4% | $430-83.1% |