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 MANAGEMENT3+ years Service code 24 · EIN 45-3812777 | Discretionary Trustee | $18,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,427 | $48,576-53.8% | $169,463-86.8% | $56,287-60.2% |
| Participation rate | 51.5% | 65.8%-14.3pp | 77.8%-26.3pp | 69.9%-18.4pp |
| Annual return | -10.48% | -2.51%-8.0pp | 1.83%-12.3pp | -9.96%-0.5pp |
| Employer contribution / active EE | $416 | $1,559-73.3% | $4,159-90.0% | $2,111-80.3% |
| Participant deferral / active EE | $1,368 | $3,275-58.2% | $5,277-74.1% | $3,350-59.2% |
| Admin fee / account holder | $181 | $435-58.3% | $9,109-98.0% | $521-65.2% |