Filed November 11, 2025 (most recent of 3 filings on file)
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 |
|---|---|---|
SAGE, RUTTY AND CO., INC.7+ years Filed as: SAGE RUTTY & COMPANY INC Service code 27 · EIN 16-0620690 ATTN INSURANCE COMMISSIONS · ROCHESTER, NY 146231423 | Advisory (Plan) | $30,832 |
Service code 49 | Other Services | $4,632 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $1,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,819 | $61,156-54.5% | $185,823-85.0% | $79,386-65.0% |
| Participation rate | 88.4% | 66.6%+21.8pp | 81.7%+6.7pp | 70.7%+17.7pp |
| Annual return | 13.74% | 19.45%-5.7pp | 122.05%-108.3pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,243 | $2,321-46.5% | $5,167-76.0% | $2,427-48.8% |
| Participant deferral / active EE | $2,647 | $2,789-5.1% | $5,568-52.5% | $4,046-34.6% |
| Admin fee / account holder | $18 | $710-97.5% | $16,237-99.9% | $626-97.1% |