See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CWM, LLC Service code 99 · EIN 27-4011107 13321 CALIFORNIA STREET, SUITE 100 · OMAHA, NE 68154 | Other Fees | $0 |
SIGMA FINANCIAL CORPORATION4 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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,889 | $84,487-6.6% | $125,339-37.1% | $66,914+17.9% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | -18.72% | -8.39%-10.3pp | 572.05%-590.8pp | 1.58%-20.3pp |
| Employer contribution / active EE | $3,260 | $3,553-8.2% | $4,814-32.3% | $2,544+28.1% |
| Participant deferral / active EE | $5,942 | $6,781-12.4% | $7,446-20.2% | $4,237+40.2% |
| Admin fee / account holder | $259 | $685-62.1% | $10,010-97.4% | $593-56.3% |