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 |
|---|---|---|
Filed as: SAVANT WEALTH MANAGEMENT Service code 26 555 S. RANDALL ROAD, SUITE 100 · SAINT CHARLES, IL 60174 | Advisory (Participants) | $37,548 |
JULY BUSINESS SERVICES10+ years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, IA 76701 | Contract Administrator | $19,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,703 | $88,890-3.6% | $102,423-16.3% | $77,643+10.4% |
| Participation rate | 37.0% | 80.9%-43.9pp | 76.5%-39.5pp | 70.6%-33.6pp |
| Annual return | 10.39% | 24.98%-14.6pp | 29.32%-18.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $1,175 | $2,698-56.4% | $3,023-61.1% | $2,726-56.9% |
| Participant deferral / active EE | $2,120 | $5,145-58.8% | $5,053-58.1% | $4,647-54.4% |
| Admin fee / account holder | $380 | $235+61.6% | $9,451-96.0% | $430-11.6% |