See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT6+ years Service code 14 · EIN 45-3812777 | Plan Administrator | $24,853 |
ASPIRE FINANCIAL SERVICES6+ years Service code 15 · EIN 27-1033755 | Recordkeeping | $5,761 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,074 | $78,422-37.4% | $95,952-48.9% | $79,858-38.5% |
| Participation rate | 57.7% | 73.5%-15.8pp | 77.1%-19.3pp | 69.6%-11.9pp |
| Annual return | 6.01% | 19.37%-13.4pp | 91.61%-85.6pp | 31.71%-25.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,023 | $3,440-41.2% | $4,167-51.4% | $3,740-45.9% |
| Admin fee / account holder | $450 | $5,622-92.0% | $6,795-93.4% | $5,306-91.5% |