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 | $96,484+27.3% | $156,263-21.4% | $74,304+65.3% |
| Participation rate | 86.4% | 67.7%+18.7pp | 78.9%+7.5pp | 60.3%+26.1pp |
| Annual return | 14.78% | 17.73%-2.9pp | 59.47%-44.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,322 | $2,528-47.7% | $4,333-69.5% | $2,241-41.0% |
| Participant deferral / active EE | $4,393 | $4,286+2.5% | $6,158-28.7% | $3,767+16.6% |
| Admin fee / account holder | $221 | $3,728-94.1% | $14,255-98.4% | $2,969-92.5% |