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 | $10,148 |
SAVANT CAPITAL MANAGEMENT3 years Service code 26 · EIN 45-3812777 | Advisory (Participants) | $10,033 |
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 | $22,724 | $41,078-44.7% | $80,569-71.8% | $71,457-68.2% |
| Participation rate | 63.5% | 50.2%+13.3pp | 67.0%-3.5pp | 67.9%-4.4pp |
| Annual return | 19.70% | 38.45%-18.8pp | 935.43%-915.7pp | 28.85%-9.1pp |
| Employer contribution / active EE | $531 | $1,506-64.7% | $2,723-80.5% | $2,588-79.5% |
| Participant deferral / active EE | $2,758 | $2,699+2.2% | $4,447-38.0% | $4,289-35.7% |
| Admin fee / account holder | $198 | $1,840-89.2% | $5,377-96.3% | $1,587-87.5% |