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, LLC1+ years Service code 27 200 GLENRIDGE POINT PKWY STE 400 · ATLANTA, GA 30342 | Advisory (Plan) | $22,420 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,495 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,665 | $70,667-17.0% | $123,104-52.3% | $52,331+12.1% |
| Participation rate | 80.6% | 83.7%-3.1pp | 86.8%-6.2pp | 68.1%+12.5pp |
| Annual return | -9.14% | 6.23%-15.4pp | 13.22%-22.4pp | 4.54%-13.7pp |
| Employer contribution / active EE | $2,600 | $2,946-11.7% | $5,151-49.5% | $1,882+38.2% |
| Participant deferral / active EE | $4,747 | $4,493+5.7% | $6,230-23.8% | $3,022+57.1% |
| Admin fee / account holder | $229 | $506-54.7% | $9,015-97.5% | $592-61.2% |