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 |
|---|---|---|
Service code 15 · EIN 13-1624203 | Recordkeeping | $61,874 |
SAGE ADVISORY SERVICES6+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $39,673 |
BKD, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $10,627 |
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 | $74,166 | $84,948-12.7% | $70,449+5.3% | $73,409+1.0% |
| Participation rate | 98.7% | 79.9%+18.7pp | 75.1%+23.6pp | 72.2%+26.5pp |
| Annual return | 88.49% | 13.39%+75.1pp | 109.03%-20.5pp | 59.29%+29.2pp |
| Employer contribution / active EE | $3,032 | $2,834+7.0% | $2,737+10.8% | $2,234+35.8% |
| Participant deferral / active EE | $3,501 | $3,387+3.4% | $3,709-5.6% | $3,805-8.0% |
| Admin fee / account holder | $82 | $98-16.5% | $3,845-97.9% | $158-48.1% |