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 DBA SAVANT WEATL Service code 27 190 BUCKLEY DR · ROCKFORD, IL 61107 | Advisory (Plan) | $33,056 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,340 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 | Contract Administrator | $9,591 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $7,982 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,089 |
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 | $68,076 | $87,870-22.5% | $113,168-39.8% | $74,304-8.4% |
| Participation rate | 97.5% | 70.7%+26.8pp | 76.6%+21.0pp | 60.3%+37.2pp |
| Annual return | 19.34% | 26.44%-7.1pp | 24.27%-4.9pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,402 | $2,277+5.5% | $2,975-19.3% | $2,241+7.2% |
| Participant deferral / active EE | $4,417 | $4,241+4.2% | $5,107-13.5% | $3,767+17.2% |
| Admin fee / account holder | $649 | $3,368-80.7% | $12,068-94.6% | $2,969-78.2% |