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 9-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 Service code 55 197 CLARENDON ST C 8 07 · BOSTON, MA 02116 | Other Commissions | $4,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
Annual investment return 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 | $98,186 | $38,969+152.0% | $109,313-10.2% | $55,167+78.0% |
| Participation rate | 72.7% | 58.2%+14.4pp | 71.3%+1.4pp | 69.0%+3.7pp |
| Annual return | -1.56% | 8.26%-9.8pp | 22.07%-23.6pp | 169.23%-170.8pp |
| Employer contribution / active EE | $1,807 | $1,227+47.3% | $3,892-53.6% | $1,963-7.9% |
| Participant deferral / active EE | $5,653 | $2,176+159.8% | $3,166+78.5% | $3,054+85.1% |
| Admin fee / account holder | $2 | $501-99.6% | $5,666-100.0% | $504-99.6% |