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 year Service code 16 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Consulting | $30,735 |
CLEARVIEW GROUP1 year Service code 16 200 GLENRIDGE POINT PKWY · ATLANTA, GA 30342 | Consulting | $30,233 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,580 |
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 | $76,384 | $42,810+78.4% | $169,463-54.9% | $55,725+37.1% |
| Participation rate | 72.1% | 64.7%+7.4pp | 77.8%-5.6pp | 70.9%+1.3pp |
| Annual return | -5.09% | -3.61%-1.5pp | 1.83%-6.9pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,757 | $1,402+96.7% | $4,159-33.7% | $2,078+32.7% |
| Participant deferral / active EE | $4,492 | $3,141+43.0% | $5,277-14.9% | $3,356+33.9% |
| Admin fee / account holder | $94 | $106-12.2% | $9,109-99.0% | $115-18.8% |