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 · EIN 04-2442399 | Other Commissions | $28,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $159,061 | $44,221+259.7% | $121,196+31.2% | $56,287+182.6% |
| Participation rate | 66.0% | 61.1%+4.9pp | 71.7%-5.8pp | 69.9%-3.9pp |
| Annual return | 13.83% | -3.58%+17.4pp | 16.93%-3.1pp | -9.96%+23.8pp |
| Employer contribution / active EE | $1,690 | $1,480+14.2% | $4,022-58.0% | $2,111-20.0% |
| Participant deferral / active EE | $6,179 | $2,521+145.1% | $3,344+84.8% | $3,350+84.5% |
| Admin fee / account holder | $1 | $480-99.7% | $5,019-100.0% | $521-99.7% |