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 |
|---|---|---|
Service code 26 301 YAMATO RD #3151 · BOCA RATON, FL 33431 | Advisory (Participants) | $19,800 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $10,818 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,341 | $88,890-63.6% | $102,423-68.4% | $77,643-58.3% |
| Participation rate | 50.4% | 80.9%-30.5pp | 76.5%-26.1pp | 70.6%-20.2pp |
| Annual return | 14.26% | 24.98%-10.7pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,557 | $2,698-42.3% | $3,023-48.5% | $2,726-42.9% |
| Participant deferral / active EE | $3,054 | $5,145-40.6% | $5,053-39.6% | $4,647-34.3% |
| Admin fee / account holder | $208 | $235-11.6% | $9,451-97.8% | $430-51.6% |