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 |
|---|---|---|
Filed as: SIGNATURE ESTATE & INVEST ADVS LLC Service code 27 · EIN 95-4808910 | Advisory (Plan) | $23,973 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,842 | $101,499-54.8% | $147,005-68.8% | $74,546-38.5% |
| Participation rate | 86.2% | 75.5%+10.7pp | 82.2%+4.0pp | 67.2%+19.0pp |
| Annual return | 17.38% | 8732.34%-8715.0pp | 418.76%-401.4pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $2,900 | $3,811-23.9% | $4,934-41.2% | $2,624+10.5% |
| Participant deferral / active EE | $9,047 | $7,304+23.9% | $8,070+12.1% | $4,347+108.1% |
| Admin fee / account holder | $192 | $1,748-89.0% | $13,006-98.5% | $1,944-90.1% |