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) | $83,294 |
EPLAN ADVISORS, LLC2 years Filed as: EPLAN SERVICES, LLC Service code 17 · EIN 36-1543746 | Pension Consulting | $66,162 |
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 | $69,785 | $64,612+8.0% | $86,436-19.3% | $64,808+7.7% |
| Participation rate | 86.2% | 81.5%+4.8pp | 80.3%+5.9pp | 71.5%+14.8pp |
| Annual return | -16.14% | 0.66%-16.8pp | 4394.89%-4411.0pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,039 | $2,744+10.7% | $3,769-19.4% | $2,506+21.3% |
| Participant deferral / active EE | $6,416 | $7,497-14.4% | $6,952-7.7% | $4,310+48.9% |
| Admin fee / account holder | $199 | $169+17.8% | $6,731-97.0% | $188+6.0% |