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 |
|---|---|---|
CVAGS, LLC1+ years Filed as: CVAGS LLC Service code 14 1350 DRESDEN DRIVE NE · ATLANTA, GA 30319 | Plan Administrator | $42,008 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,088 | $44,229+69.8% | $155,790-51.8% | $55,191+36.1% |
| Participation rate | 67.1% | 60.8%+6.3pp | 76.1%-9.0pp | 69.2%-2.1pp |
| Annual return | 1.19% | 0.37%+0.8pp | 71.54%-70.4pp | 10.78%-9.6pp |
| Employer contribution / active EE | $3,138 | $1,317+138.2% | $3,836-18.2% | $1,899+65.3% |
| Participant deferral / active EE | $4,662 | $2,851+63.5% | $4,797-2.8% | $3,046+53.0% |
| Admin fee / account holder | $85 | $86-1.3% | $7,478-98.9% | $91-6.3% |