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 | $30,929 |
Filed as: KESTRA INVESTMENT SERVICES, LLC. Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $24,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,285 | $78,485+24.0% | $106,213-8.4% | $74,495+30.6% |
| Participation rate | 88.3% | 72.8%+15.5pp | 75.3%+13.0pp | 67.2%+21.1pp |
| Annual return | 15.23% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,604 | $2,523-36.4% | $3,171-49.4% | $2,623-38.8% |
| Participant deferral / active EE | $4,685 | $4,322+8.4% | $5,016-6.6% | $4,346+7.8% |
| Admin fee / account holder | $334 | $2,232-85.0% | $11,033-97.0% | $1,942-82.8% |