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 PLA CONSULTANTS, INC Service code 12 · EIN 48-1205033 | Recordkeeping fees; Participant loan ... | $12,350 |
PEOPLES BANK1 year Service code 12 · EIN 31-1278433 | Sub-transfer agency fees; Float reven... | $10,163 |
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 | $25,660 | $58,879-56.4% | $178,490-85.6% | $73,488-65.1% |
| Participation rate | 85.8% | 66.2%+19.6pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 14.21% | 24.86%-10.6pp | 151.07%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,221 | $2,236-45.4% | $5,011-75.6% | $2,270-46.2% |
| Participant deferral / active EE | $1,736 | $2,567-32.4% | $5,202-66.6% | $3,740-53.6% |
| Admin fee / account holder | $124 | $400-69.0% | $13,984-99.1% | $513-75.8% |