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 10-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 15 · EIN 48-1205033 | Recordkeeping | $13,566 |
Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 49 · EIN 86-2963468 | Other Services | $1,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,833 | $58,926+15.1% | $97,226-30.2% | $74,495-8.9% |
| Participation rate | 98.5% | 63.5%+35.0pp | 72.7%+25.8pp | 67.2%+31.3pp |
| Annual return | 23.87% | 16.04%+7.8pp | 75.13%-51.3pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $2,496 | $1,894+31.8% | $2,729-8.5% | $2,623-4.8% |
| Participant deferral / active EE | $3,846 | $3,664+5.0% | $4,264-9.8% | $4,346-11.5% |
| Admin fee / account holder | $301 | $1,974-84.8% | $5,654-94.7% | $1,942-84.5% |