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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT10+ years Filed as: SAVANT CAPITAL, LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $68,583 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $28,079 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,441 | $66,457-40.7% | $81,382-51.5% | $77,643-49.2% |
| Participation rate | 35.4% | 68.7%-33.4pp | 69.5%-34.1pp | 70.6%-35.2pp |
| Annual return | 10.20% | 15.93%-5.7pp | 24.73%-14.5pp | 31.24%-21.0pp |
| Employer contribution / active EE | $959 | $2,159-55.6% | $2,463-61.1% | $2,726-64.8% |
| Participant deferral / active EE | $1,646 | $3,679-55.2% | $3,883-57.6% | $4,647-64.6% |
| Admin fee / account holder | $309 | $583-47.0% | $5,768-94.6% | $430-28.2% |