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 CORP Service code 99 | Other Fees | $22,925 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 04-0488491 | Advisory (Participants) | $7,920 |
SIGMA FINANCIAL CORPORATION4 years Filed as: SIGMA PLANNING CORP. Service code 99 · EIN 38-2472558 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,540 | $78,976-9.4% | $100,383-28.7% | $74,546-4.0% |
| Participation rate | 93.3% | 79.5%+13.9pp | 81.5%+11.8pp | 67.2%+26.1pp |
| Annual return | 12.34% | 20.62%-8.3pp | 49.26%-36.9pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $3,546 | $3,019+17.5% | $3,944-10.1% | $2,624+35.1% |
| Participant deferral / active EE | $9,080 | $7,758+17.0% | $8,086+12.3% | $4,347+108.9% |
| Admin fee / account holder | $92 | $1,330-93.1% | $7,900-98.8% | $1,944-95.3% |