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 CORPORATION2 years Filed as: SIGMA PLANNING CORPORATION Service code 99 · EIN 38-2472558 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $88,654 | $99,957-11.3% | $149,696-40.8% | $73,488+20.6% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.7pp | 70.7%+25.5pp |
| Annual return | 14.25% | 53.87%-39.6pp | 276.60%-262.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,075 | $3,191-3.6% | $4,644-33.8% | $2,270+35.4% |
| Participant deferral / active EE | $6,644 | $6,073+9.4% | $6,842-2.9% | $3,740+77.7% |
| Admin fee / account holder | $256 | $551-53.5% | $9,309-97.2% | $513-50.1% |