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 MANAGEMENT1+ years Service code 24 · EIN 45-3812777 | Discretionary Trustee | $14,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,776 | $50,898-61.1% | $171,082-88.4% | $55,167-64.2% |
| Participation rate | 59.2% | 63.3%-4.0pp | 76.7%-17.5pp | 69.0%-9.8pp |
| Annual return | 10.96% | 15.34%-4.4pp | 32.56%-21.6pp | 169.23%-158.3pp |
| Employer contribution / active EE | $725 | $1,433-49.4% | $4,002-81.9% | $1,963-63.1% |
| Participant deferral / active EE | $1,254 | $2,994-58.1% | $4,797-73.9% | $3,054-58.9% |
| Admin fee / account holder | $153 | $500-69.4% | $8,520-98.2% | $504-69.7% |