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 5-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 15 · EIN 48-1205033 | Recordkeeping | $7,532 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 26 880 CARILLON PKWY · ST. PETERSBURG, FL 337161102 | Advisory (Participants) | $6,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,918 | $65,435-77.2% | $86,677-82.8% | $66,914-77.7% |
| Participation rate | 54.1% | 75.5%-21.4pp | 76.6%-22.5pp | 69.8%-15.7pp |
| Annual return | -15.02% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,265 | $2,153-41.2% | $2,836-55.4% | $2,544-50.3% |
| Participant deferral / active EE | $2,459 | $4,100-40.0% | $4,656-47.2% | $4,237-42.0% |
| Admin fee / account holder | $111 | $642-82.7% | $7,493-98.5% | $593-81.3% |