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 4-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 |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 64 · EIN 48-1205033 | Recordkeeping Fees | $22,356 |
J W COLE FINANCIAL INC3+ years Filed as: JW COLE FINANCIAL INC. Service code 17 6928 W LINEBAUGH AVE, STE 10 · TAMPA, FL 336255803 | Pension Consulting | $21,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,080 | $47,126-12.8% | $149,673-72.6% | $74,419-44.8% |
| Participation rate | 72.5% | 63.4%+9.2pp | 78.8%-6.2pp | 70.7%+1.8pp |
| Annual return | 20.25% | 22.75%-2.5pp | 134.42%-114.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $1,958 | $1,905+2.8% | $4,818-59.4% | $2,637-25.8% |
| Participant deferral / active EE | $3,774 | $2,728+38.4% | $5,680-33.6% | $4,528-16.7% |
| Admin fee / account holder | $192 | $343-44.1% | $13,210-98.5% | $348-44.9% |