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 6-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 |
|---|---|---|
CF ADVISORY SERVICES LLC DBA COMPRE1+ years Service code 26 · EIN 27-3071954 86 CARLETON AVENUE · EAST ISLIP, NY 11739 | Advisory (Participants) | $26,074 |
RPG CONSULTANTS1+ years Service code 15 · EIN 13-4077182 181 S. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $20,294 |
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 | $79,728 | $85,202-6.4% | $172,739-53.8% | $72,985+9.2% |
| Participation rate | 30.9% | 70.1%-39.1pp | 82.6%-51.7pp | 69.5%-38.6pp |
| Annual return | 17.21% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,989 | $3,260-39.0% | $5,198-61.7% | $3,607-44.9% |
| Admin fee / account holder | $906 | $5,884-84.6% | $13,954-93.5% | $5,124-82.3% |