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 8-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 QUALFIED PLAN CONSULTING, INC. Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $13,901 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,033 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,909 | $65,376-26.7% | $87,100-45.0% | $65,185-26.5% |
| Participation rate | 86.6% | 75.3%+11.3pp | 76.9%+9.8pp | 70.2%+16.4pp |
| Annual return | 29.61% | 31.27%-1.7pp | 28.19%+1.4pp | 29.38%+0.2pp |
| Employer contribution / active EE | $1,816 | $1,822-0.3% | $2,521-28.0% | $2,177-16.6% |
| Participant deferral / active EE | $4,228 | $3,388+24.8% | $4,049+4.4% | $3,514+20.3% |
| Admin fee / account holder | $84 | $520-83.9% | $7,497-98.9% | $847-90.1% |