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 CONSULTANTS, INC. Service code 15 · EIN 48-1205033 | Recordkeeping | $38,865 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,187 | $59,186-6.8% | $76,768-28.1% | $56,287-2.0% |
| Participation rate | 80.7% | 75.2%+5.5pp | 77.0%+3.7pp | 69.9%+10.8pp |
| Annual return | -6.19% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,155 | $1,759-34.3% | $2,485-53.5% | $2,111-45.3% |
| Participant deferral / active EE | $2,958 | $3,255-9.1% | $3,852-23.2% | $3,350-11.7% |
| Admin fee / account holder | $282 | $489-42.4% | $6,675-95.8% | $521-45.9% |