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 | $44,735 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $38,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,508 | $55,415+23.6% | $155,509-55.9% | $74,495-8.0% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 17.95% | 268.50%-250.5pp | 64.67%-46.7pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $2,185 | $2,267-3.6% | $4,672-53.2% | $2,623-16.7% |
| Participant deferral / active EE | $2,698 | $2,836-4.9% | $5,626-52.0% | $4,346-37.9% |
| Admin fee / account holder | $275 | $1,738-84.2% | $15,912-98.3% | $1,942-85.8% |