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 | $17,780 |
CVAGS, LLC7+ years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $10,489 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,292 | $84,936-13.7% | $111,297-34.1% | $79,386-7.7% |
| Participation rate | 77.3% | 75.9%+1.4pp | 77.3%0pp | 70.7%+6.6pp |
| Annual return | 10.90% | 17.45%-6.6pp | 54.65%-43.7pp | 116.85%-105.9pp |
| Employer contribution / active EE | $2,179 | $1,979+10.1% | $2,731-20.2% | $2,427-10.2% |
| Participant deferral / active EE | $2,592 | $3,888-33.3% | $4,487-42.2% | $4,046-35.9% |
| Admin fee / account holder | $310 | $537-42.3% | $7,964-96.1% | $626-50.5% |