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 ADVISORY SERVICES4+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $14,601 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $13,486 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,667 | $70,083-40.5% | $59,878-30.4% | $55,725-25.2% |
| Participation rate | 98.4% | 78.4%+20.1pp | 74.7%+23.7pp | 70.9%+27.6pp |
| Annual return | -3.00% | 3.13%-6.1pp | 3.46%-6.5pp | 244.93%-247.9pp |
| Employer contribution / active EE | $3,115 | $2,878+8.2% | $2,722+14.5% | $2,078+49.9% |
| Participant deferral / active EE | $1,006 | $3,079-67.3% | $3,402-70.4% | $3,356-70.0% |
| Admin fee / account holder | $18 | $70-74.2% | $3,590-99.5% | $115-84.2% |