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 · BOSTON, MA 02116 | Other Commissions | $23,017 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
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 | $126,638 | $63,156+100.5% | $122,332+3.5% | $62,292+103.3% |
| Participation rate | 73.6% | 60.0%+13.6pp | 71.6%+2.0pp | 69.5%+4.1pp |
| Annual return | 17.27% | 20.61%-3.3pp | 30.27%-13.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,602 | $1,385+15.7% | $4,050-60.5% | $2,042-21.6% |
| Participant deferral / active EE | $6,182 | $2,321+166.3% | $3,287+88.1% | $3,169+95.1% |
| Admin fee / account holder | $5 | $440-98.8% | $5,478-99.9% | $479-98.9% |