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 FINANCIAL CORP Service code 55 · EIN 38-2472555 | Other Commissions | $24,043 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,774 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,585 | $80,005-58.0% | $140,016-76.0% | $55,725-39.7% |
| Participation rate | 60.3% | 87.0%-26.7pp | 87.5%-27.2pp | 70.9%-10.6pp |
| Annual return | -1.40% | 0.46%-1.9pp | 651.12%-652.5pp | 244.93%-246.3pp |
| Employer contribution / active EE | $1,142 | $3,403-66.4% | $5,606-79.6% | $2,078-45.0% |
| Participant deferral / active EE | $4,726 | $5,264-10.2% | $6,927-31.8% | $3,356+40.8% |
| Admin fee / account holder | $24 | $116-79.0% | $10,705-99.8% | $115-78.9% |