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 |
|---|---|---|
CFM ADVISORS1+ years Service code 26 1800 WALT WHITMAN RD · MELVILLE, NY 11747 | Advisory (Participants) | $8,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,064 | $56,897+135.6% | $84,750+58.2% | $62,891+113.2% |
| Participation rate | 97.2% | 68.5%+28.7pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 8.54% | 6.30%+2.2pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $6,042 | $2,400+151.8% | $3,574+69.0% | $2,281+164.9% |
| Participant deferral / active EE | $6,963 | $2,709+157.0% | $3,712+87.6% | $3,203+117.4% |
| Admin fee / account holder | $3,035 | $3,581-15.2% | $5,332-43.1% | $4,296-29.3% |