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 | $8,275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,164 | $88,982-74.0% | $102,438-77.4% | $77,671-70.2% |
| Participation rate | 82.9% | 80.9%+2.0pp | 76.5%+6.4pp | 70.6%+12.3pp |
| Annual return | 16.10% | 25.01%-8.9pp | 29.37%-13.3pp | 31.21%-15.1pp |
| Employer contribution / active EE | $1,022 | $2,698-62.1% | $3,024-66.2% | $2,726-62.5% |
| Participant deferral / active EE | $1,772 | $5,144-65.5% | $5,054-64.9% | $4,648-61.9% |
| Admin fee / account holder | $10 | $236-95.6% | $9,448-99.9% | $430-97.6% |