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, LLC2 years Service code 16 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Consulting | $43,854 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,100 |
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 | $77,056 | $48,471+59.0% | $182,532-57.8% | $67,579+14.0% |
| Participation rate | 83.1% | 67.2%+15.9pp | 78.0%+5.1pp | 71.3%+11.8pp |
| Annual return | 22.75% | 31.08%-8.3pp | 148.54%-125.8pp | 378.56%-355.8pp |
| Employer contribution / active EE | $2,934 | $1,461+100.8% | $4,076-28.0% | $2,148+36.6% |
| Participant deferral / active EE | $4,882 | $3,324+46.9% | $5,524-11.6% | $3,539+37.9% |
| Admin fee / account holder | $60 | $151-60.0% | $8,592-99.3% | $142-57.5% |