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 | $10,390 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 26 880 CARILLON PKWY · ST. PETERSBURG, FL 337161102 | Advisory (Participants) | $8,029 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,968 | $99,078-74.8% | $96,544-74.1% | $74,419-66.4% |
| Participation rate | 47.2% | 80.7%-33.5pp | 76.0%-28.8pp | 70.7%-23.5pp |
| Annual return | 24.43% | 22.48%+1.9pp | 25.84%-1.4pp | 34.38%-9.9pp |
| Employer contribution / active EE | $1,336 | $2,570-48.0% | $2,965-55.0% | $2,637-49.4% |
| Participant deferral / active EE | $2,547 | $4,933-48.4% | $4,851-47.5% | $4,528-43.8% |
| Admin fee / account holder | $155 | $225-31.2% | $8,252-98.1% | $348-55.6% |