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) | $76,296 |
EPLAN ADVISORS, LLC3 years Filed as: EPLAN SERVICES, LLC Service code 17 · EIN 36-1543746 | Pension Consulting | $74,821 |
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 | $84,194 | $89,282-5.7% | $94,646-11.0% | $74,419+13.1% |
| Participation rate | 90.4% | 82.4%+8.0pp | 80.8%+9.6pp | 70.7%+19.7pp |
| Annual return | 17.16% | 25.96%-8.8pp | 156.71%-139.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $3,614 | $3,022+19.6% | $3,672-1.6% | $2,637+37.0% |
| Participant deferral / active EE | $8,016 | $8,425-4.8% | $7,418+8.1% | $4,528+77.0% |
| Admin fee / account holder | $244 | $219+11.5% | $7,231-96.6% | $348-29.9% |