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 SERVICES4+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $12,664 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $11,468 |
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 | $50,843 | $55,002-7.6% | $59,878-15.1% | $56,287-9.7% |
| Participation rate | 94.8% | 75.9%+18.8pp | 74.7%+20.1pp | 69.9%+24.9pp |
| Annual return | -2.20% | 1.13%-3.3pp | 3.46%-5.7pp | -9.96%+7.8pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,081 | $3,121+30.7% | $3,402+20.0% | $3,350+21.8% |
| Admin fee / account holder | $30 | $236-87.1% | $3,590-99.2% | $521-94.1% |