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, LLC4 years Service code 27 1438 W PEACHTREE RD STE 215 · ATLANTA, GA 30309 | Advisory (Plan) | $21,671 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,974 | $73,638-21.3% | $95,952-39.6% | $73,488-21.1% |
| Participation rate | 97.4% | 76.2%+21.3pp | 77.1%+20.4pp | 70.7%+26.8pp |
| Annual return | 14.29% | 16.78%-2.5pp | 91.61%-77.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,794 | $1,863+50.0% | $2,541+10.0% | $2,270+23.1% |
| Participant deferral / active EE | $5,129 | $3,617+41.8% | $4,167+23.1% | $3,740+37.2% |
| Admin fee / account holder | $140 | $482-71.0% | $6,795-97.9% | $513-72.8% |