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 MANAGEMENT5 years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 26 · EIN 36-3859937 | Advisory (Participants) | $63,836 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,208 | $65,435-30.9% | $86,677-47.8% | $66,914-32.4% |
| Participation rate | 91.7% | 75.5%+16.3pp | 76.6%+15.1pp | 69.8%+21.9pp |
| Annual return | -9.20% | -10.89%+1.7pp | 35.91%-45.1pp | 1.58%-10.8pp |
| Employer contribution / active EE | $1,391 | $2,153-35.4% | $2,836-51.0% | $2,544-45.3% |
| Participant deferral / active EE | $2,889 | $4,100-29.5% | $4,656-37.9% | $4,237-31.8% |
| Admin fee / account holder | $254 | $642-60.5% | $7,493-96.6% | $593-57.2% |