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 DRIVE · ROCKFORT, IL 61107 | Advisory (Plan) | $27,410 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,914 |
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 | $35,343 | $55,415-36.2% | $155,509-77.3% | $74,495-52.6% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+19.0pp | 67.2%+29.9pp |
| Annual return | 12.58% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,146 | $2,267-49.4% | $4,672-75.5% | $2,623-56.3% |
| Participant deferral / active EE | $3,287 | $2,836+15.9% | $5,626-41.6% | $4,346-24.4% |
| Admin fee / account holder | $237 | $1,738-86.4% | $15,912-98.5% | $1,942-87.8% |