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 MANAGEMENT1+ years Filed as: SAVANT INVESTMENT GROUP LLC Service code 16 · EIN 27-2263282 | Consulting | $70,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,215 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,232 | $70,002+294.6% | $115,037+140.1% | $52,331+427.9% |
| Participation rate | 91.4% | 72.1%+19.3pp | 81.4%+10.1pp | 68.1%+23.3pp |
| Annual return | -7.11% | 4.04%-11.2pp | 26.14%-33.3pp | 4.54%-11.7pp |
| Employer contribution / active EE | $11,542 | $2,715+325.1% | $4,608+150.5% | $1,882+513.4% |
| Participant deferral / active EE | $8,619 | $4,920+75.2% | $6,026+43.0% | $3,022+185.2% |
| Admin fee / account holder | $222 | $566-60.8% | $8,175-97.3% | $592-62.5% |