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 MANAGEMENT5+ years Service code 24 · EIN 45-3812777 | Discretionary Trustee | $20,457 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,352 | $62,132-44.7% | $185,823-81.5% | $73,488-53.3% |
| Participation rate | 62.9% | 67.8%-4.9pp | 78.0%-15.2pp | 70.7%-7.8pp |
| Annual return | 5.00% | 20.44%-15.4pp | 35.95%-31.0pp | 28.51%-23.5pp |
| Employer contribution / active EE | $518 | $1,681-69.2% | $4,087-87.3% | $2,270-77.2% |
| Participant deferral / active EE | $1,869 | $3,711-49.6% | $5,632-66.8% | $3,740-50.0% |
| Admin fee / account holder | $250 | $419-40.3% | $9,500-97.4% | $513-51.3% |