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.8+ years Filed as: SAGE RUTTY & COMPANY INC Service code 27 · EIN 16-0620690 ATTN INSURANCE COMMISSIONS · ROCHESTER, NY 14623 | Advisory (Plan) | $24,305 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $1,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,827 | $65,061-68.0% | $143,757-85.5% | $66,914-68.9% |
| Participation rate | 78.9% | 65.2%+13.7pp | 80.3%-1.4pp | 69.8%+9.1pp |
| Annual return | -15.75% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,158 | $2,361-51.0% | $4,951-76.6% | $2,544-54.5% |
| Participant deferral / active EE | $2,447 | $2,919-16.2% | $5,637-56.6% | $4,237-42.2% |
| Admin fee / account holder | $29 | $502-94.3% | $14,673-99.8% | $593-95.2% |