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 6-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 SERVICES1+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $12,773 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $10,800 |
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 | $50,635 | $51,769-2.2% | $57,343-11.7% | $52,331-3.2% |
| Participation rate | 93.8% | 75.2%+18.6pp | 75.1%+18.7pp | 68.1%+25.7pp |
| Annual return | 1.30% | 2.43%-1.1pp | 24.39%-23.1pp | 4.54%-3.2pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,547 | $2,794+98.5% | $3,162+75.4% | $3,022+83.5% |
| Admin fee / account holder | $56 | $295-81.1% | $3,356-98.3% | $592-90.6% |