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, INC11+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $17,650 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 1 BEACON ST FL 22 · BOSTON, MA 021083107 | Advisory (Plan) | $9,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,799 | $91,760+33.8% | $156,181-21.4% | $67,986+80.6% |
| Participation rate | 86.4% | 65.0%+21.4pp | 78.8%+7.6pp | 57.2%+29.2pp |
| Annual return | 14.78% | 18.14%-3.4pp | 64.87%-50.1pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,322 | $2,419-45.4% | $4,294-69.2% | $2,019-34.5% |
| Participant deferral / active EE | $4,393 | $3,960+10.9% | $6,132-28.4% | $3,358+30.8% |
| Admin fee / account holder | $221 | $3,949-94.4% | $14,586-98.5% | $3,203-93.1% |