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 SERVICES2+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $13,562 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $9,548 |
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 | $53,006 | $52,467+1.0% | $57,179-7.3% | $55,167-3.9% |
| Participation rate | 94.5% | 75.8%+18.7pp | 75.3%+19.2pp | 69.0%+25.6pp |
| Annual return | 8.62% | 7.72%+0.9pp | 14.59%-6.0pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,249 | $2,830+85.5% | $3,096+69.5% | $3,054+71.9% |
| Admin fee / account holder | $57 | $269-78.9% | $3,139-98.2% | $504-88.8% |