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.5 years Filed as: SAGE RUTTY & COMPANY Service code 99 · EIN 16-0620690 | Other Fees | $49,898 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $20,102 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES, INC Service code 49 | Other Services | $6,018 |
Service code 49 3136 WINTON RD S, STE 300 · ROCHESTER, NY 14623 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,201 | $55,415-22.0% | $155,509-72.2% | $74,495-42.0% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 15.98% | 268.50%-252.5pp | 64.67%-48.7pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,597 | $2,267-29.5% | $4,672-65.8% | $2,623-39.1% |
| Participant deferral / active EE | $3,507 | $2,836+23.7% | $5,626-37.7% | $4,346-19.3% |
| Admin fee / account holder | $38 | $1,738-97.8% | $15,912-99.8% | $1,942-98.1% |