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 SERVICES3+ years Service code 26 97 LACKAWANNA AVENUE · TOTOWA, NJ 07512 | Advisory (Participants) | $45,537 |
Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,513 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,605 | $57,976+49.4% | $62,995+37.5% | $62,292+39.0% |
| Participation rate | 76.9% | 75.9%+0.9pp | 74.8%+2.0pp | 69.5%+7.3pp |
| Annual return | 10.36% | 17.54%-7.2pp | 87.57%-77.2pp | 28.90%-18.5pp |
| Employer contribution / active EE | $3,330 | $2,415+37.9% | $2,759+20.7% | $2,042+63.0% |
| Participant deferral / active EE | $1,629 | $2,956-44.9% | $3,329-51.1% | $3,169-48.6% |
| Admin fee / account holder | $66 | $276-76.0% | $3,600-98.2% | $479-86.2% |