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 Service code 16 · EIN 27-2263282 | Consulting | $24,698 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,818 |
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 | $215,173 | $72,177+198.1% | $115,037+87.0% | $59,632+260.8% |
| Participation rate | 84.7% | 72.6%+12.2pp | 81.4%+3.3pp | 68.7%+16.0pp |
| Annual return | 24.64% | 12.02%+12.6pp | 26.14%-1.5pp | 2041.28%-2016.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $11,104 | $4,783+132.2% | $6,026+84.2% | $3,192+247.9% |
| Admin fee / account holder | $162 | $4,927-96.7% | $8,175-98.0% | $4,297-96.2% |