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 MANAGEMENT2 years Filed as: SAVANT WEALTH MANAGEMENT Service code 27 190 BUCKLEY DR · ROCKFORD, IL 61107 | Advisory (Plan) | $68,405 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $35,671 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,521 | $106,028-29.7% | $146,958-49.3% | $77,643-4.0% |
| Participation rate | 54.9% | 78.4%-23.5pp | 82.2%-27.2pp | 70.6%-15.7pp |
| Annual return | 20.21% | 56.73%-36.5pp | 418.34%-398.1pp | 31.24%-11.0pp |
| Employer contribution / active EE | $1,996 | $4,063-50.9% | $4,933-59.5% | $2,726-26.8% |
| Participant deferral / active EE | $4,759 | $7,990-40.4% | $8,070-41.0% | $4,647+2.4% |
| Admin fee / account holder | $353 | $337+4.5% | $12,998-97.3% | $430-18.0% |