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 |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $11,579 |
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 | $47,286 | $50,815-6.9% | $155,509-69.6% | $77,643-39.1% |
| Participation rate | 59.8% | 63.1%-3.3pp | 78.2%-18.3pp | 70.6%-10.7pp |
| Annual return | 14.05% | 34.80%-20.8pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $915 | $1,993-54.1% | $4,672-80.4% | $2,726-66.4% |
| Participant deferral / active EE | $1,865 | $2,822-33.9% | $5,626-66.8% | $4,647-59.9% |
| Admin fee / account holder | $62 | $437-85.9% | $15,912-99.6% | $430-85.7% |