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 SERVICES3+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $15,414 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $10,668 |
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 | $57,216 | $57,976-1.3% | $62,995-9.2% | $62,292-8.1% |
| Participation rate | 95.1% | 75.9%+19.2pp | 74.8%+20.3pp | 69.5%+25.6pp |
| Annual return | 14.37% | 17.54%-3.2pp | 87.57%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,344 | $2,956+47.0% | $3,329+30.5% | $3,169+37.1% |
| Admin fee / account holder | $124 | $276-55.1% | $3,600-96.6% | $479-74.2% |