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.10+ years Filed as: SAGE RUTTY & COMPANY INC Service code 27 · EIN 16-0620690 ATTN INSURANCE COMMISSIONS · ROCHESTER, NY 14623 | Advisory (Plan) | $27,774 |
MORNINGSTAR8 years Service code 27 | Advisory (Plan) | $1,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,244 | $55,415-54.4% | $155,509-83.8% | $74,495-66.1% |
| Participation rate | 86.7% | 61.9%+24.8pp | 78.2%+8.5pp | 67.2%+19.5pp |
| Annual return | 18.85% | 268.50%-249.6pp | 64.67%-45.8pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $903 | $2,267-60.2% | $4,672-80.7% | $2,623-65.6% |
| Participant deferral / active EE | $3,019 | $2,836+6.4% | $5,626-46.3% | $4,346-30.5% |
| Admin fee / account holder | $36 | $1,738-97.9% | $15,912-99.8% | $1,942-98.1% |