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 |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT CAPITAL LLC Service code 27 190 BUCKLEY DR · ROCKFORD, IL 61107 | Advisory (Plan) | $22,117 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,853 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 1110 N MOUNTAIN RD STE 100 · HARRISBURG, PA 17112 | Contract Administrator | $6,225 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 | Contract Administrator | $2,626 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,976 | $54,517-28.5% | $75,972-48.7% | $74,495-47.7% |
| Participation rate | 86.8% | 60.3%+26.5pp | 69.1%+17.7pp | 67.2%+19.6pp |
| Annual return | 10.94% | 31.82%-20.9pp | 359.55%-348.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $786 | $1,777-55.8% | $2,685-70.7% | $2,623-70.0% |
| Participant deferral / active EE | $5,284 | $3,066+72.4% | $4,255+24.2% | $4,346+21.6% |
| Admin fee / account holder | $365 | $2,229-83.6% | $6,467-94.4% | $1,942-81.2% |