See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 45-3812777 | Advisory (Participants) | $19,205 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,572 | $48,750-18.8% | $88,946-55.5% | $74,304-46.7% |
| Participation rate | 38.7% | 44.5%-5.7pp | 68.8%-30.1pp | 60.3%-21.6pp |
| Annual return | 18.24% | 25.91%-7.7pp | 57.82%-39.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $317 | $1,255-74.7% | $2,555-87.6% | $2,241-85.9% |
| Participant deferral / active EE | $2,222 | $2,423-8.3% | $4,581-51.5% | $3,767-41.0% |
| Admin fee / account holder | $386 | $3,756-89.7% | $8,261-95.3% | $2,969-87.0% |