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 CORP Service code 28 · EIN 38-2472558 | Investment Management | $9,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,043 | $81,460-7.9% | $103,333-27.4% | $80,856-7.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.93% | 25.55%-12.6pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,494 | $3,105-19.7% | $3,868-35.5% | $2,755-9.5% |
| Participant deferral / active EE | $6,694 | $3,869+73.0% | $5,057+32.3% | $4,296+55.8% |
| Admin fee / account holder | $2,577 | $6,566-60.8% | $8,355-69.2% | $6,918-62.8% |