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 SERVICES4+ years Filed as: CFS INVESTMENT ADVISORY SVCS, LLC Service code 27 · EIN 22-3558384 | Advisory (Plan) | $56,845 |
BENEFIT CONSULTANTS GROUP4+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $15,959 |
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 | $82,629 | $41,467+99.3% | $67,313+22.8% | $55,725+48.3% |
| Participation rate | 70.8% | 62.5%+8.3pp | 69.1%+1.8pp | 70.9%0pp |
| Annual return | -5.14% | 0.82%-6.0pp | -4.08%-1.1pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,109 | $1,316-15.8% | $2,566-56.8% | $2,078-46.6% |
| Participant deferral / active EE | $3,354 | $2,399+39.8% | $3,568-6.0% | $3,3560% |
| Admin fee / account holder | $311 | $102+204.9% | $4,507-93.1% | $115+170.2% |