See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B-60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $14,501 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $11,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,971 | $55,416-53.1% | $75,972-65.8% | $77,643-66.6% |
| Participation rate | 52.8% | 63.6%-10.8pp | 69.1%-16.2pp | 70.6%-17.8pp |
| Annual return | 11.83% | 17.07%-5.2pp | 359.55%-347.7pp | 31.24%-19.4pp |
| Employer contribution / active EE | $664 | $1,788-62.9% | $2,685-75.3% | $2,726-75.7% |
| Participant deferral / active EE | $1,831 | $3,447-46.9% | $4,255-57.0% | $4,647-60.6% |
| Admin fee / account holder | $136 | $414-67.3% | $6,467-97.9% | $430-68.5% |