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 |
|---|---|---|
Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 45-3812777 | Advisory (Participants) | $14,713 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $14,316 |
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 | $29,078 | $44,960-35.3% | $84,966-65.8% | $74,495-61.0% |
| Participation rate | 44.2% | 49.4%-5.1pp | 67.5%-23.3pp | 67.2%-23.0pp |
| Annual return | 20.22% | 26.24%-6.0pp | 66.38%-46.2pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $386 | $1,457-73.5% | $2,727-85.8% | $2,623-85.3% |
| Participant deferral / active EE | $2,234 | $2,731-18.2% | $4,519-50.6% | $4,346-48.6% |
| Admin fee / account holder | $253 | $2,209-88.5% | $6,149-95.9% | $1,942-87.0% |