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 7-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 Filed as: SAVANT CAPITAL LLC Service code 28 · EIN 45-3812777 | Investment Management | $198,365 |
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 36-3859937 | Advisory (Participants) | $164,886 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $42,367 |
WAKEFIELD ASSET MANAGEMENT5+ years Filed as: WAKEFIELD ASSET MANAGEMENT LLLP Service code 26 · EIN 20-8251802 | Advisory (Participants) | $18,236 |
MARK BELL ADVISORY SERVICES4 years Service code 26 · EIN 36-3734812 | Advisory (Participants) | $12,062 |
MERCER5+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $10,291 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; F... | $3,024 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $426,744 | $65,061+555.9% | $143,757+196.9% | $66,914+537.7% |
| Participation rate | 96.2% | 65.2%+31.0pp | 80.3%+15.9pp | 69.8%+26.4pp |
| Annual return | -14.19% | -11.14%-3.1pp | -0.04%-14.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $28,225 | $2,361+1095.7% | $4,951+470.1% | $2,544+1009.4% |
| Participant deferral / active EE | $20,159 | $2,919+590.6% | $5,637+257.6% | $4,237+375.8% |
| Admin fee / account holder | $1,554 | $502+209.6% | $14,673-89.4% | $593+161.9% |