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 |
|---|---|---|
Service code 15 · EIN 13-1624203 | Recordkeeping | $33,041 |
SAGE ADVISORY SERVICES5+ years Filed as: SAGE POINT FINANCIAL INC. Service code 26 · EIN 20-1741754 | Advisory (Participants) | $21,476 |
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 | $56,144 | $60,795-7.6% | $69,455-19.2% | $65,185-13.9% |
| Participation rate | 94.2% | 74.9%+19.4pp | 74.6%+19.6pp | 70.2%+24.0pp |
| Annual return | 15.70% | 17.46%-1.8pp | 28.97%-13.3pp | 29.38%-13.7pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,955 | $3,162+25.1% | $3,535+11.9% | $3,514+12.6% |
| Admin fee / account holder | $84 | $314-73.4% | $3,839-97.8% | $847-90.1% |