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 MANAGEMENT7 years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 26 · EIN 36-3859937 | Advisory (Participants) | $64,139 |
PCS RETIREMENT, LLC2 years Service code 13 · EIN 23-3038464 | Contract Administrator | $8,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,882 | $79,171-24.4% | $102,423-41.5% | $74,495-19.6% |
| Participation rate | 94.5% | 74.8%+19.7pp | 76.5%+18.0pp | 67.2%+27.3pp |
| Annual return | 9.67% | 54.93%-45.3pp | 29.32%-19.7pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $1,609 | $2,362-31.9% | $3,023-46.8% | $2,623-38.6% |
| Participant deferral / active EE | $3,458 | $4,415-21.7% | $5,053-31.6% | $4,346-20.4% |
| Admin fee / account holder | $312 | $2,001-84.4% | $9,451-96.7% | $1,942-83.9% |