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 | $11,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,330 | $50,815+693.7% | $155,509+159.4% | $77,643+419.5% |
| Participation rate | 38.3% | 63.1%-24.8pp | 78.2%-39.9pp | 70.6%-32.2pp |
| Annual return | 13.46% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $6,877 | $1,993+245.1% | $4,672+47.2% | $2,726+152.3% |
| Participant deferral / active EE | $4,770 | $2,822+69.0% | $5,626-15.2% | $4,647+2.6% |
| Admin fee / account holder | $77 | $437-82.3% | $15,912-99.5% | $430-82.1% |