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 10-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) | $6,973 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,886 |
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 | $30,728 | $51,769-40.6% | $57,343-46.4% | $52,331-41.3% |
| Participation rate | 93.6% | 75.2%+18.4pp | 75.1%+18.5pp | 68.1%+25.5pp |
| Annual return | 2.00% | 2.43%-0.4pp | 24.39%-22.4pp | 4.54%-2.5pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,398 | $2,794+21.6% | $3,162+7.4% | $3,022+12.4% |
| Admin fee / account holder | $45 | $295-84.8% | $3,356-98.7% | $592-92.4% |