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 |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC11+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $12,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,018 | $50,982+0.1% | $154,803-67.0% | $85,563-40.4% |
| Participation rate | 52.6% | 59.8%-7.2pp | 78.1%-25.4pp | 66.0%-13.3pp |
| Annual return | 14.96% | 30.35%-15.4pp | 58.88%-43.9pp | 31.51%-16.6pp |
| Employer contribution / active EE | $854 | $1,708-50.0% | $4,305-80.2% | $2,654-67.8% |
| Participant deferral / active EE | $1,797 | $2,474-27.4% | $5,540-67.6% | $4,375-58.9% |
| Admin fee / account holder | $66 | $846-92.2% | $14,329-99.5% | $834-92.1% |