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 |
|---|---|---|
Filed as: SIGNATOR INVESTORS, INC. Service code 27 1441 CHRISTY DR · JEFFERSON CITY, MO 65101 | Advisory (Plan) | $7,120 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,489 | $46,732-19.8% | $156,549-76.1% | $55,167-32.0% |
| Participation rate | 28.1% | 65.8%-37.6pp | 84.0%-55.9pp | 69.0%-40.8pp |
| Annual return | 7.34% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $241 | $2,105-88.5% | $5,501-95.6% | $1,963-87.7% |
| Participant deferral / active EE | $1,138 | $2,204-48.4% | $4,871-76.6% | $3,054-62.8% |
| Admin fee / account holder | $62 | $418-85.3% | $13,027-99.5% | $504-87.8% |