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 Service code 20 97 LACKAWANNA AVENUE · TOTOWA, NJ 07512 | Trustee (individual) | $49,840 |
Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,014 |
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 | $71,255 | $52,467+35.8% | $57,179+24.6% | $55,167+29.2% |
| Participation rate | 74.5% | 75.8%-1.4pp | 75.3%-0.9pp | 69.0%+5.5pp |
| Annual return | 6.13% | 7.72%-1.6pp | 14.59%-8.5pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,294 | $2,477+33.0% | $2,682+22.8% | $1,963+67.9% |
| Participant deferral / active EE | $1,527 | $2,830-46.0% | $3,096-50.7% | $3,054-50.0% |
| Admin fee / account holder | $75 | $269-72.2% | $3,139-97.6% | $504-85.2% |