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 |
|---|---|---|
CVAGS, LLC3 years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $29,532 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,877 |
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 | $129,167 | $99,957+29.2% | $149,696-13.7% | $73,488+75.8% |
| Participation rate | 75.7% | 75.7%0pp | 82.5%-6.8pp | 70.7%+5.0pp |
| Annual return | 20.34% | 53.87%-33.5pp | 276.60%-256.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,962 | $3,191-38.5% | $4,644-57.8% | $2,270-13.6% |
| Participant deferral / active EE | $7,794 | $6,073+28.4% | $6,842+13.9% | $3,740+108.4% |
| Admin fee / account holder | $230 | $551-58.2% | $9,309-97.5% | $513-55.1% |