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 CONSULTANTS Service code 12 · EIN 48-1205033 | Participant loan processing; Recordke... | $8,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,261 | $43,999-81.2% | $79,464-89.6% | $55,725-85.2% |
| Participation rate | 57.8% | 66.9%-9.2pp | 73.3%-15.6pp | 70.9%-13.1pp |
| Annual return | -5.42% | 1.81%-7.2pp | 718.14%-723.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $581 | $2,538-77.1% | $3,704-84.3% | $3,356-82.7% |
| Admin fee / account holder | $32 | $118-73.1% | $5,113-99.4% | $115-72.6% |