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 |
|---|---|---|
Filed as: CPI QUALIFIED PLAN COSULTANTS, INC Service code 15 · EIN 48-1205033 | Recordkeeping | $11,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,875 | $55,472-13.7% | $155,567-69.2% | $74,546-35.8% |
| Participation rate | 44.5% | 61.9%-17.4pp | 78.2%-33.7pp | 67.2%-22.7pp |
| Annual return | 11.95% | 268.72%-256.8pp | 64.74%-52.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $687 | $2,269-69.7% | $4,674-85.3% | $2,624-73.8% |
| Participant deferral / active EE | $1,250 | $2,838-56.0% | $5,628-77.8% | $4,347-71.3% |
| Admin fee / account holder | $124 | $1,743-92.9% | $15,916-99.2% | $1,944-93.6% |