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, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $35,271 |
MAHER DUESSEL3 years Service code 10 · EIN 25-1622758 | Accounting | $8,594 |
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 | $36,439 | $50,982-28.5% | $154,803-76.5% | $85,563-57.4% |
| Participation rate | 51.3% | 59.8%-8.5pp | 78.1%-26.8pp | 66.0%-14.7pp |
| Annual return | 14.87% | 30.35%-15.5pp | 58.88%-44.0pp | 31.51%-16.6pp |
| Employer contribution / active EE | $952 | $1,708-44.2% | $4,305-77.9% | $2,654-64.1% |
| Participant deferral / active EE | $1,742 | $2,474-29.6% | $5,540-68.6% | $4,375-60.2% |
| Admin fee / account holder | $41 | $846-95.2% | $14,329-99.7% | $834-95.1% |