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 | $51,885 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,254 |
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 | $49,051 | $25,302+93.9% | $74,701-34.3% | $67,579-27.4% |
| Participation rate | 39.1% | 37.8%+1.2pp | 54.5%-15.4pp | 71.3%-32.2pp |
| Annual return | 21.60% | 10291.17%-10269.6pp | 752.92%-731.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $985 | $446+120.6% | $1,084-9.1% | $2,148-54.1% |
| Participant deferral / active EE | $1,741 | $954+82.5% | $1,964-11.3% | $3,539-50.8% |
| Admin fee / account holder | $256 | $108+137.5% | $3,333-92.3% | $142+79.7% |