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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,326 |
DOMANI WEALTH LLC4 years Service code 27 · EIN 47-2424156 | Advisory (Plan) | $16,552 |
Filed as: SAVANT CAPITAL LLC Service code 27 190 BUCKLEY DRIVE · ROCKFORT, IL 61107 | Advisory (Plan) | $5,867 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,954 | $61,272-46.2% | $149,673-78.0% | $71,457-53.9% |
| Participation rate | 97.5% | 62.5%+35.0pp | 78.8%+18.7pp | 67.9%+29.6pp |
| Annual return | 18.14% | 35.85%-17.7pp | 134.42%-116.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,113 | $2,378-53.2% | $4,818-76.9% | $2,588-57.0% |
| Participant deferral / active EE | $3,390 | $2,917+16.2% | $5,680-40.3% | $4,289-21.0% |
| Admin fee / account holder | $214 | $1,261-83.0% | $13,210-98.4% | $1,587-86.5% |