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 CORPORATION9 years Filed as: SIGMA FINANCIAL CORP Service code 55 · EIN 38-2472555 | Other Commissions | $70,124 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,071 |
Service code 10 · EIN 48-1246310 | Accounting | $10,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,649 | $84,556+35.6% | $116,228-1.4% | $74,304+54.3% |
| Participation rate | 93.8% | 66.0%+27.7pp | 74.6%+19.2pp | 60.3%+33.4pp |
| Annual return | 16.32% | 18.35%-2.0pp | 90.06%-73.7pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,115 | $2,168+43.7% | $2,994+4.0% | $2,241+39.0% |
| Participant deferral / active EE | $6,663 | $3,814+74.7% | $4,953+34.5% | $3,767+76.9% |
| Admin fee / account holder | $188 | $3,792-95.1% | $11,989-98.4% | $2,969-93.7% |