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 SERVICES5+ years Service code 26 97 LACKAWANNA AVENUE · TOTOWA, NJ 07512 | Advisory (Participants) | $57,419 |
Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,362 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,363 | $60,795+38.8% | $69,455+21.5% | $65,185+29.4% |
| Participation rate | 75.1% | 74.9%+0.3pp | 74.6%+0.5pp | 70.2%+4.9pp |
| Annual return | 13.61% | 17.46%-3.8pp | 28.97%-15.4pp | 29.38%-15.8pp |
| Employer contribution / active EE | $3,924 | $2,452+60.0% | $2,779+41.2% | $2,177+80.3% |
| Participant deferral / active EE | $1,964 | $3,162-37.9% | $3,535-44.4% | $3,514-44.1% |
| Admin fee / account holder | $52 | $314-83.6% | $3,839-98.7% | $847-93.9% |