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 | $16,741 |
CVAGS, LLC2+ years Filed as: CVAGS LLC DBA CLEARVIEW GROUP Service code 16 · EIN 27-2579538 | Consulting | $15,350 |
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 | $66,778 | $51,244+30.3% | $80,975-17.5% | $55,167+21.0% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.0%+24.3pp |
| Annual return | 8.70% | 17.39%-8.7pp | 17.10%-8.4pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,506 | $1,770-14.9% | $3,714-59.4% | $1,963-23.3% |
| Participant deferral / active EE | $6,846 | $4,418+55.0% | $5,696+20.2% | $3,054+124.2% |
| Admin fee / account holder | $209 | $398-47.6% | $5,516-96.2% | $504-58.6% |