Filed October 31, 2022
Total covered: 8 employees
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,187 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $31,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,631 | $23,224+70.6% | $71,086-44.2% | $55,725-28.9% |
| Participation rate | 40.5% | 37.9%+2.7pp | 54.7%-14.1pp | 70.9%-30.3pp |
| Annual return | 7.35% | -2.87%+10.2pp | 650.59%-643.2pp | 244.93%-237.6pp |
| Employer contribution / active EE | $910 | $436+108.7% | $1,088-16.3% | $2,078-56.2% |
| Participant deferral / active EE | $1,662 | $929+78.9% | $1,874-11.3% | $3,356-50.5% |
| Admin fee / account holder | $232 | $118+96.7% | $3,082-92.5% | $115+101.4% |