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 MANAGEMENT7 years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $34,021 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,748 | $84,487-9.2% | $125,339-38.8% | $66,914+14.7% |
| Participation rate | 40.0% | 76.4%-36.4pp | 82.4%-42.4pp | 69.8%-29.8pp |
| Annual return | -9.81% | -8.39%-1.4pp | 572.05%-581.9pp | 1.58%-11.4pp |
| Employer contribution / active EE | $1,290 | $3,553-63.7% | $4,814-73.2% | $2,544-49.3% |
| Participant deferral / active EE | $3,536 | $6,781-47.9% | $7,446-52.5% | $4,237-16.5% |
| Admin fee / account holder | $501 | $685-26.8% | $10,010-95.0% | $593-15.5% |