See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGE, RUTTY AND CO., INC.7 years Filed as: SAGE RUTTY & CO., INC. Service code 17 · EIN 16-0620690 100 CORPORATE WOODS · ROCHESTER, NY 14623 | Pension Consulting | $44,463 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,721 | $100,923+32.5% | $150,045-10.9% | $74,304+80.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 19.00% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.4pp |
| Employer contribution / active EE | $4,325 | $3,463+24.9% | $4,693-7.8% | $2,241+93.0% |
| Participant deferral / active EE | $12,209 | $6,709+82.0% | $7,997+52.7% | $3,767+224.1% |
| Admin fee / account holder | $307 | $2,767-88.9% | $13,435-97.7% | $2,969-89.7% |