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 MANAGEMENT4 years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $33,309 |
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 | $60,203 | $89,652-32.8% | $141,162-57.4% | $65,185-7.6% |
| Participation rate | 65.0% | 74.7%-9.7pp | 82.5%-17.4pp | 70.2%-5.2pp |
| Annual return | 19.21% | 32.79%-13.6pp | 71.39%-52.2pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,635 | $3,065-46.7% | $4,735-65.5% | $2,177-24.9% |
| Participant deferral / active EE | $3,695 | $5,691-35.1% | $6,709-44.9% | $3,514+5.2% |
| Admin fee / account holder | $427 | $569-24.9% | $10,261-95.8% | $847-49.6% |