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 | $46,789 |
GENEOS WEALTH MANAGEMENT INC3 years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 9055 E MINERAL CIR · CENTENNIAL, CO 801123442 | Advisory (Plan) | $35,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,449 | $50,815+7.2% | $155,509-65.0% | $77,643-29.9% |
| Participation rate | 88.9% | 63.1%+25.8pp | 78.2%+10.8pp | 70.6%+18.4pp |
| Annual return | 12.49% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,262 | $1,993+13.5% | $4,672-51.6% | $2,726-17.0% |
| Participant deferral / active EE | $2,539 | $2,822-10.0% | $5,626-54.9% | $4,647-45.4% |
| Admin fee / account holder | $178 | $437-59.3% | $15,912-98.9% | $430-58.7% |