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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $149,318 |
CVAGS, LLC8+ years Service code 27 3333 RIVERWOOD PKWY SE STE 400 · ATLANTA, GA 30339 | Advisory (Plan) | $49,998 |
SAGEPOINT FINANCIAL INC4 years Filed as: RESOURCE ADVISORY LLC Service code 99 200 GLENRIDGE PT PKWY STE 400 · ATLANTA, GA 30342 | Other Fees | $11,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,010 | $95,918-39.5% | $151,611-61.7% | $77,904-25.5% |
| Participation rate | 76.5% | 88.7%-12.2pp | 87.5%-11.0pp | 73.7%+2.9pp |
| Annual return | -6.50% | -5.50%-1.0pp | 3.33%-9.8pp | 12.21%-18.7pp |
| Employer contribution / active EE | $3,414 | $4,330-21.2% | $6,166-44.6% | $2,848+19.9% |
| Participant deferral / active EE | $6,772 | $7,508-9.8% | $8,363-19.0% | $4,806+40.9% |
| Admin fee / account holder | $134 | $93+43.5% | $11,616-98.8% | $133+1.0% |