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 | $15,494 |
SPECTRUM INVESTMENT ADVISORS7 years Filed as: SPECTRUM INVESTMENT ADVISORS, INC Service code 27 6329 W MEQUON RD · MEQUON, WI 530921835 | Advisory (Plan) | $14,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,621 | $29,546-9.9% | $56,441-52.8% | $77,671-65.7% |
| Participation rate | 10.3% | 32.7%-22.4pp | 52.5%-42.2pp | 70.6%-60.3pp |
| Annual return | 11.02% | 19.01%-8.0pp | 1704.21%-1693.2pp | 31.21%-20.2pp |
| Employer contribution / active EE | $2 | $568-99.6% | $1,039-99.8% | $2,726-99.9% |
| Participant deferral / active EE | $299 | $1,061-71.8% | $1,953-84.7% | $4,648-93.6% |
| Admin fee / account holder | $267 | $1,046-74.5% | $2,829-90.6% | $430-38.1% |