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 | $53,044 |
ASPIRE FINANCIAL SERVICES4+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $19,255 |
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 | $27,612 | $66,302-58.4% | $110,238-75.0% | $56,287-50.9% |
| Participation rate | 91.8% | 74.9%+16.9pp | 79.8%+12.0pp | 69.9%+22.0pp |
| Annual return | -8.65% | -1.18%-7.5pp | 314.74%-323.4pp | -9.96%+1.3pp |
| Employer contribution / active EE | $1,405 | $2,047-31.3% | $3,826-63.3% | $2,111-33.4% |
| Participant deferral / active EE | $2,848 | $3,381-15.8% | $4,672-39.0% | $3,350-15.0% |
| Admin fee / account holder | $251 | $698-64.1% | $8,547-97.1% | $521-51.9% |