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.
| Provider | Service type | Compensation |
|---|---|---|
HEALTH SAGE CONSULTING INC6+ years Service code 40 · EIN 27-3959113 | Foreign entity (e.g., an agent or bro... | $12,000 |
Filed as: HEALTHCARE SAGE CONSULTING INC Service code 40 | Foreign entity (e.g., an agent or bro... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,135-100.0% | $379,605-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.8%-73.8pp | 79.0%-79.0pp |
| Annual return | 0.00% | 11.86%-11.9pp | 11.18%-11.2pp | 11.86%-11.9pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $15,275-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $15,215-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $4,508-100.0% | $23,717-100.0% |