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 COMPRE2+ years Service code 26 · EIN 27-3071954 86 CARLETON AVENUE · EAST ISLIP, NY 11739 | Advisory (Participants) | $25,745 |
RPG CONSULTANTS2+ years Service code 15 · EIN 13-4077182 181 S. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $19,996 |
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 | $86,093 | $58,879+46.2% | $178,490-51.8% | $73,488+17.2% |
| Participation rate | 26.9% | 66.2%-39.3pp | 81.9%-55.0pp | 70.7%-43.8pp |
| Annual return | 13.24% | 24.86%-11.6pp | 151.07%-137.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,827 | $2,567-28.8% | $5,202-64.9% | $3,740-51.1% |
| Admin fee / account holder | $893 | $400+123.2% | $13,984-93.6% | $513+74.1% |