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 |
|---|---|---|
Filed as: SAVANT INVESTMENT GROUP LLC Service code 16 · EIN 27-2263282 | Consulting | $25,270 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,897 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $184,916 | $77,813+137.6% | $123,544+49.7% | $64,186+188.1% |
| Participation rate | 89.4% | 74.7%+14.7pp | 82.3%+7.1pp | 69.6%+19.8pp |
| Annual return | 6.31% | 12.48%-6.2pp | 119.20%-112.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12,907 | $5,240+146.3% | $6,426+100.9% | $3,470+272.0% |
| Admin fee / account holder | $226 | $5,519-95.9% | $9,284-97.6% | $4,888-95.4% |