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 |
|---|---|---|
SIGMA FINANCIAL CORPORATION8 years Filed as: SIGMA FINANCIAL CORP Service code 55 · EIN 38-2472555 | Other Commissions | $63,472 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,983 |
Service code 10 · EIN 48-1246310 | Accounting | $9,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,798 | $92,090+1.9% | $106,201-11.7% | $77,671+20.8% |
| Participation rate | 95.3% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 13.37% | 17.89%-4.5pp | 116.26%-102.9pp | 31.21%-17.8pp |
| Employer contribution / active EE | $2,854 | $3,368-15.3% | $3,170-10.0% | $2,726+4.7% |
| Participant deferral / active EE | $6,011 | $5,386+11.6% | $5,012+19.9% | $4,648+29.3% |
| Admin fee / account holder | $167 | $219-23.7% | $11,039-98.5% | $430-61.2% |