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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,745 |
CVAGS, LLC1 year Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $8,215 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,425 | $99,957-54.6% | $149,696-69.7% | $73,488-38.2% |
| Participation rate | 74.2% | 75.7%-1.5pp | 82.5%-8.3pp | 70.7%+3.5pp |
| Annual return | 27.64% | 53.87%-26.2pp | 276.60%-249.0pp | 28.51%-0.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,472 | $6,073+56.0% | $6,842+38.4% | $3,740+153.3% |
| Admin fee / account holder | $159 | $551-71.1% | $9,309-98.3% | $513-69.0% |