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: DANIEL A MONTE - SAGE TREE WEALTH Service code 27 10 EAST CHURCH STREET · FAIRPORT, NY 14450 | Advisory (Plan) | $94,003 |
EPLAN ADVISORS, LLC1 year Filed as: EPLAN SERVICES, LLC Service code 17 · EIN 36-1543746 | Pension Consulting | $75,113 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,840 | $87,125-3.8% | $108,410-22.7% | $86,799-3.4% |
| Participation rate | 87.1% | 80.5%+6.5pp | 80.1%+6.9pp | 72.3%+14.8pp |
| Annual return | 16.07% | 25.21%-9.1pp | 905.27%-889.2pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,887 | $2,477+16.5% | $3,558-18.9% | $2,405+20.0% |
| Participant deferral / active EE | $6,211 | $6,944-10.6% | $6,563-5.4% | $4,131+50.3% |
| Admin fee / account holder | $226 | $130+73.9% | $7,295-96.9% | $170+33.5% |