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 37 · EIN 04-2647786 | Loan Processing | $42,427 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,589 |
CVAGS, LLC5 years Filed as: CVAGS LLC Service code 27 · EIN 27-2579538 | Advisory (Plan) | $11,636 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,340 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,056 | $82,202-2.6% | $125,339-36.1% | $64,808+23.5% |
| Participation rate | 88.1% | 77.9%+10.2pp | 82.4%+5.7pp | 71.5%+16.6pp |
| Annual return | -18.71% | 3.48%-22.2pp | 572.05%-590.8pp | 32.82%-51.5pp |
| Employer contribution / active EE | $2,856 | $3,615-21.0% | $4,814-40.7% | $2,506+14.0% |
| Participant deferral / active EE | $9,029 | $7,175+25.8% | $7,446+21.3% | $4,310+109.5% |
| Admin fee / account holder | $243 | $163+49.1% | $10,010-97.6% | $188+29.6% |