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 Service code 27 200 GLENRIDGE POINT PKWY STE 400 · ATLANTA, GA 30342 | Advisory (Plan) | $26,579 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,937 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,842 | $81,537-16.8% | $149,718-54.7% | $69,631-2.6% |
| Participation rate | 72.4% | 86.1%-13.7pp | 87.1%-14.7pp | 70.7%+1.7pp |
| Annual return | 27.48% | 22.79%+4.7pp | 1501.63%-1474.1pp | 27571.02%-27543.5pp |
| Employer contribution / active EE | $2,115 | $3,239-34.7% | $5,445-61.2% | $2,032+4.1% |
| Participant deferral / active EE | $4,351 | $4,994-12.9% | $6,569-33.8% | $3,224+35.0% |
| Admin fee / account holder | $151 | $107+41.4% | $11,283-98.7% | $110+36.8% |