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 |
|---|---|---|
CLEARVIEW GROUP3 years Service code 16 200 GLENRIDGE POINT PKWY · ATLANTA, GA 30342 | Consulting | $45,000 |
CVAGS, LLC3 years Service code 16 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Consulting | $30,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,500 |
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 | $102,790 | $56,152+83.1% | $185,823-44.7% | $73,409+40.0% |
| Participation rate | 80.4% | 67.6%+12.8pp | 78.0%+2.4pp | 72.2%+8.2pp |
| Annual return | 16.43% | 17.59%-1.2pp | 35.95%-19.5pp | 59.29%-42.9pp |
| Employer contribution / active EE | $3,608 | $1,532+135.6% | $4,087-11.7% | $2,234+61.5% |
| Participant deferral / active EE | $5,212 | $3,659+42.4% | $5,632-7.5% | $3,805+37.0% |
| Admin fee / account holder | $98 | $132-25.6% | $9,500-99.0% | $158-37.7% |