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 |
|---|---|---|
CFS INVESTMENT ADVISORY SERVICES2+ years Filed as: CFS INVESTMENT ADVISORY SVCS, LLC Service code 27 · EIN 22-3558384 | Advisory (Plan) | $49,003 |
BENEFIT CONSULTANTS GROUP2+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $27,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,944 | $39,819+90.7% | $67,834+12.0% | $57,658+31.7% |
| Participation rate | 68.9% | 61.2%+7.7pp | 68.8%+0.1pp | 70.2%-1.3pp |
| Annual return | 5.85% | 9.19%-3.3pp | 138.47%-132.6pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,015 | $1,277-20.5% | $2,403-57.8% | $1,974-48.6% |
| Participant deferral / active EE | $2,593 | $2,209+17.4% | $3,160-17.9% | $3,061-15.3% |
| Admin fee / account holder | $321 | $84+284.4% | $4,622-93.0% | $95+240.0% |