See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE5 years Filed as: CFO4LIFE GROUP LLC Service code 27 · EIN 20-4413352 | Advisory (Plan) | $110,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,051 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,908 | $89,436-36.4% | $164,813-65.5% | $77,643-26.7% |
| Participation rate | 91.4% | 78.6%+12.8pp | 78.6%+12.8pp | 70.6%+20.9pp |
| Annual return | 18.36% | 28.83%-10.5pp | 69.93%-51.6pp | 31.24%-12.9pp |
| Employer contribution / active EE | $3,418 | $2,569+33.0% | $4,341-21.3% | $2,726+25.4% |
| Participant deferral / active EE | $6,875 | $4,897+40.4% | $6,031+14.0% | $4,647+47.9% |
| Admin fee / account holder | $324 | $339-4.6% | $12,690-97.4% | $430-24.7% |