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 13 · EIN 06-1050034 | Contract Administrator | $164,883 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,424 |
CVAGS, LLC1 year Filed as: CVAGS LLC Service code 16 · EIN 27-2579538 | Consulting | $8,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,029 | $120,450-61.0% | $159,436-70.5% | $93,030-49.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 82.8%+17.2pp | 73.9%+26.1pp |
| Annual return | 16.04% | 27.11%-11.1pp | 263.57%-247.5pp | 158.70%-142.7pp |
| Employer contribution / active EE | $1,765 | $3,526-49.9% | $4,829-63.4% | $2,706-34.8% |
| Participant deferral / active EE | $4,492 | $7,283-38.3% | $7,352-38.9% | $4,562-1.5% |
| Admin fee / account holder | $105 | $137-23.5% | $10,799-99.0% | $152-31.1% |