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 CORPORATION6+ years Filed as: SIGMA FINANCIAL CORP Service code 55 · EIN 38-2472555 | Other Commissions | $58,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,023 | $111,491-54.2% | $189,513-73.1% | $86,799-41.2% |
| Participation rate | 61.7% | 87.3%-25.6pp | 87.8%-26.1pp | 72.3%-10.6pp |
| Annual return | 15.38% | 83.50%-68.1pp | 555.15%-539.8pp | 97.91%-82.5pp |
| Employer contribution / active EE | $1,585 | $3,951-59.9% | $6,162-74.3% | $2,405-34.1% |
| Participant deferral / active EE | $6,531 | $6,437+1.5% | $8,221-20.6% | $4,131+58.1% |
| Admin fee / account holder | $12 | $189-93.6% | $12,045-99.9% | $170-92.8% |