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 MANAGEMENT3+ years Filed as: SAVANT INVESTMENT GROUP LLC Service code 16 · EIN 27-2263282 | Consulting | $78,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,367 |
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 | $315,022 | $80,753+290.1% | $136,294+131.1% | $62,292+405.7% |
| Participation rate | 98.2% | 73.5%+24.7pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 9.05% | 35.83%-26.8pp | 5155.94%-5146.9pp | 28.90%-19.8pp |
| Employer contribution / active EE | $12,513 | $2,884+333.9% | $4,695+166.5% | $2,042+512.7% |
| Participant deferral / active EE | $9,580 | $5,164+85.5% | $6,247+53.3% | $3,169+202.3% |
| Admin fee / account holder | $300 | $525-43.0% | $9,243-96.8% | $479-37.5% |