Filed August 3, 2026 (most recent of 3 filings on file)
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 Filed as: CVAGS LLC DBA CLEARVIEW ADVISORY Service code 99 · EIN 27-2579538 | Other Fees | $18,709 |
BENNETT THRASHER LLP1 year Filed as: BENNETT THRASHER Service code 99 · EIN 11-1000111 | Other Fees | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,807 | $69,362-12.3% | $101,248-39.9% | $73,488-17.3% |
| Participation rate | 97.4% | 68.4%+29.0pp | 75.8%+21.6pp | 70.7%+26.7pp |
| Annual return | 23.25% | 18.46%+4.8pp | 46.47%-23.2pp | 28.51%-5.3pp |
| Employer contribution / active EE | $5,036 | $2,628+91.6% | $3,660+37.6% | $2,270+121.8% |
| Participant deferral / active EE | $6,810 | $3,300+106.4% | $4,370+55.8% | $3,740+82.1% |
| Admin fee / account holder | $357 | $704-49.2% | $5,945-94.0% | $513-30.4% |