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, LLC4+ years Service code 27 1438 W PEACHTREE RD STE 215 · ATLANTA, GA 30309 | Advisory (Plan) | $48,312 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $16,221 |
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 | $47,644 | $80,005-40.4% | $140,016-66.0% | $55,725-14.5% |
| Participation rate | 71.6% | 87.0%-15.4pp | 87.5%-15.9pp | 70.9%+0.7pp |
| Annual return | 68.15% | 0.46%+67.7pp | 651.12%-583.0pp | 244.93%-176.8pp |
| Employer contribution / active EE | $2,304 | $3,403-32.3% | $5,606-58.9% | $2,078+10.9% |
| Participant deferral / active EE | $5,070 | $5,264-3.7% | $6,927-26.8% | $3,356+51.1% |
| Admin fee / account holder | $104 | $116-10.4% | $10,705-99.0% | $115-10.0% |