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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
SAVANT CAPITAL MANAGEMENT2 years Service code 26 · EIN 45-3812777 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,699 | $37,393-58.0% | $77,024-79.6% | $66,914-76.5% |
| Participation rate | 54.5% | 52.9%+1.7pp | 67.9%-13.4pp | 69.8%-15.3pp |
| Annual return | -18.40% | -3.29%-15.1pp | 42.32%-60.7pp | 1.58%-20.0pp |
| Employer contribution / active EE | $471 | $1,531-69.2% | $2,812-83.3% | $2,544-81.5% |
| Participant deferral / active EE | $2,155 | $2,617-17.7% | $4,426-51.3% | $4,237-49.1% |
| Admin fee / account holder | $152 | $567-73.1% | $5,425-97.2% | $593-74.3% |