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 |
|---|---|---|
CVAGS, LLC1+ years Filed as: CVAGS LLC DBA CLEARVIEW GROUP Service code 27 · EIN 27-2579538 | Advisory (Plan) | $25,734 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,502 |
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 | $65,722 | $48,313+36.0% | $73,307-10.3% | $52,331+25.6% |
| Participation rate | 95.3% | 68.6%+26.7pp | 74.9%+20.4pp | 68.1%+27.2pp |
| Annual return | 0.76% | 3.85%-3.1pp | 5.67%-4.9pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,916 | $1,661+75.6% | $3,237-9.9% | $1,882+55.0% |
| Participant deferral / active EE | $8,621 | $4,189+105.8% | $4,991+72.7% | $3,022+185.3% |
| Admin fee / account holder | $250 | $404-38.1% | $5,637-95.6% | $592-57.8% |