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 PLAN CONSULTANTS,INC. Service code 15 · EIN 48-1205033 | Recordkeeping | $19,646 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,801 | $53,596-42.5% | $90,645-66.0% | $64,186-52.0% |
| Participation rate | 56.2% | 64.5%-8.3pp | 74.0%-17.8pp | 69.6%-13.4pp |
| Annual return | -4.57% | 4.41%-9.0pp | 1.88%-6.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,553 | $1,503+3.3% | $2,532-38.7% | $2,381-34.8% |
| Participant deferral / active EE | $2,338 | $2,459-4.9% | $3,425-31.7% | $3,470-32.6% |
| Admin fee / account holder | $231 | $3,868-94.0% | $4,994-95.4% | $4,888-95.3% |