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 |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $3,814 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MNGMNT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,571 | $71,666-23.9% | $117,854-53.7% | $69,631-21.6% |
| Participation rate | 62.3% | 77.5%-15.2pp | 79.7%-17.4pp | 70.7%-8.4pp |
| Annual return | 19.77% | 18.86%+0.9pp | 335.08%-315.3pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $851 | $1,889-55.0% | $3,786-77.5% | $2,032-58.1% |
| Participant deferral / active EE | $2,846 | $3,340-14.8% | $4,482-36.5% | $3,224-11.7% |
| Admin fee / account holder | $42 | $120-65.4% | $8,020-99.5% | $110-62.3% |