See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,191 |
CVAGS, LLC2 years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $20,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,675 | $104,317-60.0% | $159,436-73.9% | $86,799-52.0% |
| Participation rate | 83.6% | 77.7%+5.9pp | 82.8%+0.8pp | 72.3%+11.4pp |
| Annual return | 48.51% | 26.32%+22.2pp | 263.57%-215.1pp | 97.91%-49.4pp |
| Employer contribution / active EE | $1,424 | $3,451-58.7% | $4,829-70.5% | $2,405-40.8% |
| Participant deferral / active EE | $7,689 | $6,837+12.5% | $7,352+4.6% | $4,131+86.1% |
| Admin fee / account holder | $159 | $172-8.0% | $10,799-98.5% | $170-6.5% |