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 CORPORATION8+ years Filed as: SIGMA FINANCIAL CORP Service code 55 · EIN 38-2472555 | Other Commissions | $58,198 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,959 |
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 | $47,785 | $100,227-52.3% | $169,993-71.9% | $74,419-35.8% |
| Participation rate | 66.0% | 87.3%-21.4pp | 87.0%-21.0pp | 70.7%-4.8pp |
| Annual return | 30.13% | 66.08%-36.0pp | 53.37%-23.2pp | 34.38%-4.2pp |
| Employer contribution / active EE | $309 | $4,263-92.7% | $6,785-95.4% | $2,637-88.3% |
| Participant deferral / active EE | $4,356 | $7,143-39.0% | $10,408-58.1% | $4,528-3.8% |
| Admin fee / account holder | $22 | $234-90.5% | $12,815-99.8% | $348-93.6% |